Creating Reports Using Service Date

AlieskeMcLellan
AlieskeMcLellan Member Posts: 2 ✭
in Accounts Hosted

I am wanting to run a report by service date rather than invoice date, but for some reason cannot locate it anywhere. Is there actually a way to do this?

Answers

  • Kris_Williams
    Kris_Williams Member Posts: 3,196 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    With the report on the screen you might be able to sort by date, exactly what report are you after?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,169 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    I had though so but it doesn't look like it's possible as this isn't an available Filter or Column option 😣

    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

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    (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!)
  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 313 ✭✭✭

    Using RAH API then :)


    Phuong Do / Reckon Developer Partner

    [email protected]

    https://free.beanwiz.com.au/
    https://www.youtube.com/watch?v=O61SfV2bte8


  • AlieskeMcLellan
    AlieskeMcLellan Member Posts: 2 ✭
    edited July 6

    By the responses it doesn't seem it is possible. Maybe I will make a suggestion. As a transport company, each line on the invoice has a date associated with it of the trips done that day. At times we want to search by those dates rather than invoice date for truck trip comparisons. Rather than using a complete extra software or application to integrate with Reckon we want to just use Reckon reporting. Simple search really.

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