How to remove the Memo details from showing up on customer statements?

AlieskeMcLellan

I do not want the Memo details from customer invoices showing up on their statements, how can I remove this. We use the Memo for internal purposes. We do not want the customers seeing the details.

Alexis McKeown

Dear @AlieskeMcLellan ,

The Memo field should not appear on any form - it usually is internal use only.

Whereabouts are you seeing it on your Statement?

What box are you filling in for Customers for this Memo text?

Kind regards,

Alexander McKeown

Reckon Senior Technical Support

AlieskeMcLellan

@Alexander McKeown It appears in the DESCRIPTION column along with the invoice number, due date and amount. Which I probably only want the due date in a column, but I can't seem to work that one out either as it doesn't give you that in the Customise section.

I go via Customers, Create Statements. I have All open transactions as of Statement Date selected, along with One Customer as I want to email them individually from Outlook.

Acctd4

@AlieskeMcLellan Currently, the Memo displays on Statements by default & can't be removed … HOWEVER the ability to include or exclude this on Statements is actually a new feature being introduced in the 2024 release, which will be available in June !😊

Alexis McKeown

Dear @AlieskeMcLellan ,

As @Acctd4 has stated, this is currently a known issue to be corrected as of the next release of Reckon Accounts.

We apologise for any inconvenience this may cause when processing your Statements.

Kind regards,

Alexander McKeown

Reckon Senior Technical Support