Purchase order reporting
I am trying to accrue all purchase orders that were raised pre 30/06/2023.
I have already accrued all open PO's on the open purchase report. However, this report does not include PO's that have been billed since 30/06/2023. For example, a PO raised on 30/06/2023 does not show up on the open purchase order report if it has since been paid in the 23/24 FY - which means the expense is going to the wrong FY.
Is there some way I can build a report in Reckon that shows the PO#, PO Date, plus the date it was billed so I can pick these up?
Even better would be the ability to produce a transaction detail by account report, but be able to show the PO number and the PO date - that way when I produce the report from 01/07/2023 and I can easily see which transactions relate to commitments made in 22/23 FY. I have tried modifying the transaction detail by account report to no avail.
Any help would be most appreciated!
- All Categories
- 6.7K Accounts Hosted
- 6K Reckon Accounts (Desktop)
- 3.2K Reckon One
- 137 Reckon Payroll Upgrade for Reckon One 🚀
- 10 Reckon Invoices App
- 939 Reckon Payroll App & Web
- 21 Payroll App - Help Videos
- 18 Reckon Mate App
- 14 Reckon Insights
- 107 Reckon API
- 952 Payroll Premier
- 120 Payroll Premier upgrade to Reckon Payroll ⤴️
- 325 Point of Sale
- 1.9K Personal Plus and Home & Business
- 68 About Reckon Community