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

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Dom_10865728
Dom_10865728 Member Posts: 3

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?

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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,460 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    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

    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

    shaz@accounted4.com.au

    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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  • Dom_10865728
    Dom_10865728 Member Posts: 3
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    Thanks for your help.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,460 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    You're very welcome Dom 😊

    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

    shaz@accounted4.com.au

    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!)