Is there a way to use memorised transactions functionality for generating "billable" invoices?

Dom_10865728

Hello,

I would like to create a memorized transaction that creates an invoice for the outstanding billable items for a customer on a monthly basis. Is that possible in Reckon Accounts Hosted?

Acctd4

Hi Dom

Unfortunately not. This is because the feature requires an original transaction to "remember". However, you can create a report for Billable Expenses & generate this to track & ensure you don't miss on charging anything.

To do this ...

• Generate the Unbilled Costs by Job report (under the Reports dropdown menu > Jobs, Time & Milage)
• Click on Modify Report in the top left corner of it & on the Filters tab, select the applicable customer under Name
• On the Header/Footer tab, you can rename this report in the Report Title field eg "Unbilled Exps for Customer A"
• Click on OK to update/refresh your changes
• You can close any unneeded columns onscreen by hovering over the diamond to the right of the applicable column header, then - when your cursor changes to a double-ended arrow - clicking down & dragging to the left (You can also add/remove columns on the first Display tab under Modify Report)
• You can memorise this report to add it to your Memorised Reports List by clicking on Memorise ... (next to Modify ...)
• You can even go a step further by adding this report to your icon bar for 1-click access anytime. To do this, just click on the View dropdown menu (along top toolbar) & select Add "Unbilled Costs by Job" to Icon Bar. You can leave the default icon & text label as they are or change these, then click OK

Dom_10865728

Thanks for your help.

Acctd4

You're very welcome Dom 😊