Open Sales Orders Report

KayF
KayF Member Posts: 2 ✭
in Accounts Hosted

When generating an Open Sales Orders Report can I show Cash Sales Orders as open if they are not completed but have been invoiced?

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,159 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Hi @KayF

    No - "Open" Sales Orders refers specifically to SOs that haven't been invoiced!

    I'd recommend creating your own report via Find instead, where you can Filter for the relevant conditions that you want 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner(AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • KayF
    KayF Member Posts: 2 ✭

    The sales orders will remain open if I generate the invoice from the quote instead of the sales order. I just need to close the sales order when the work is completed.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,159 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Hi @KayF

    That’s because the linked process order is Estimate > Sales Order (SO) > Tax Invoice.

    If using SOs, you need to create the SO from the Estimate in order for the system to recognise the link 😬

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner(AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

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