REPORT FOR ONE CUSTOMER

Hello

I am fairly new to Reckon - can't say I am liking it too much. I just want a simple report - one customers outstanding invoices to send to them. I can find the account receivables with all the customers but cannot see how to get just one customer. Can someone help please.

thank you

Jane

Comments

Nickiu

Hi Jane,

Go to reports, select customer reports, then select open invoices. this should show all unpaid invoices. If you wanted to get a particular customer, you can select "Modify report" on the top left and filter by name.

Hope this helps.

Nick

Charley

Hi Jane

Why not use the Statement facility; all you need to do is choose the customer and date range and it will give you all unpaid invoices; and you can email from the program

Kris_Williams

There are many features that you might find beneficial and would make things easier. Some specialised training would be worth a little time, @Acctd4 could help you there I’m sure

Acctd4

@Alloverconcrete Reckon Accounts Hosted (RAH) has the most powerful search & reporting capabilities of ALL the accounting software options & is also highly customisable, with a lot of time-saving features including Memorising Transactions, auto-prefill/entry, keyboard shortcuts, 1-click icons, inbuilt calculator & much more.

There are multiple reports that will show what you're after & you can also create & save your own custom reports. As per Nickiu's advice, you can Modify ... that report & filter for one, multiple or All customers. You can also add/remove Columns as you require.

Alternatively, you can also use the Statements feature as Charley suggested.

Happy to help with some personalised 1-on-1 training so you can get the most out of it & see just how good RAH actually is! Feel free to email me direct if that's something you'd like to arrange (I can also provide training remotely if preferred or you're not in WA)

unknown

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