#TipTuesday - Memo in the Customer Statement📝

klaura
klaura Reckon Staff Posts: 232 Reckon Staff
edited July 19 in Accounts Hosted
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Memo in or Memo out?

Yes, we heard you! 😃

We've added a new feature in Reckon Accounts 2024 where you now have the ability to select whether to print the Memo or not in a Customer Statement!

Memo serves as an additional tool to create notes for customers, adding details to your invoices or serves as an internal note which helps maintain transparency and accuracy within the transactions.

However, we received a lot of feedback where users wanted this Memo to be displayed internally as this may contain confidential information which you may not want your clients to see.

In Reckon Accounts 2024, you can now decide to stop the memo from printing in the Customer Statement.

This will give you the freedom to add notes, references, or any confidential information where required.

How does this work?

In the new Reckon Accounts 2024 software the option to include Memo in the Description field is disabled by default.

You can turn this feature on or off by going to Customers ➡️ Create Statement ➡️ Include Memo in Description field.

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Example

I have added a Memo on this invoice as shown in the image below.

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As you'll see below, when Include Memo in Description field is unticked the invoice will generate without the contents of the Memo field

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When Include Memo in the Description is ticked, the contents of the memo will appear at the end of the description on the invoice as you'll see below.

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Hopefully this new improvement helps with your workflow and to check out everything new in the 2024 edition of Reckon Accounts click below 👇

https://help.reckon.com/article/qowzagn1ug-what-s-new-reckon-accounts-2024-r-1

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Comments

  • brownyville
    brownyville Member Posts: 4 Novice Member Novice Member

    Is this available in Reckon Accounts Plus?

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,515 Reckon Community Manager Community Manager

    Hi @brownyville

    Yes! This feature is also available in our desktop editions of Reckon Accounts as well, check out info on this in the What's New for Reckon Accounts 2024 article HERE.

  • brownyville
    brownyville Member Posts: 4 Novice Member Novice Member

    I did see that, however my edition doesn't appear to have the ability to include memo as it does not appear in the Create Statements area?

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,515 Reckon Community Manager Community Manager

    Ah apologies for that @brownyville, we'll double check that with the product team and will come back to you.

  • brownyville
    brownyville Member Posts: 4 Novice Member Novice Member

    It has always added the memo to the statements but since the new update to 2024 version it has disappeared. Hopefully there is a simple solution because my customers like to see the memo

  • klaura
    klaura Reckon Staff Posts: 232 Reckon Staff

    Hi brownyville,

    The product team have been informed about the missing memo. We will get back to you as soon as we have an update.

    Best regards,

    Karren

  • Sue_10075371
    Sue_10075371 Member Posts: 43 Reckoner Reckoner

    Hi Rav

    Is the memo option far away? I use it all the time!

    Kind regards

    Sue

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,515 Reckon Community Manager Community Manager

    Hi @Sue_10075371

    Our product team have got a ticket open to incorporate this functionality into the Reckon Accounts Plus and Reckon Accounts Accounting desktop editons.

    For transparency, this will come through in conjunction with the next wave of feature enhancements, bug fixes and other improvements that are currently being built out then tested for the next release of Reckon Accounts next year.

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