Hi, Is anyone able to assist with the description field missing when I raise an invoice?

DanielleJ
DanielleJ Member Posts: 5 Novice Member Novice Member
in Accounts Hosted

When I raise an invoice to our clients, I can bring in the labour component and all fields populate correctly except the description field is always blank.

This is not an issue for our accounts team however………

Does anyone know how to resolve this?

Thank you!

Answers

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 349 Reckon Staff

    Hi @DanielleJ

    Is this happening in Reckon Accounts Hosted 2024?

    I hope this helps. Please feel free to let us know for any concerns/issues. Thank you!

    Regards

    Tanvi

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,820 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited July 24

    @DanielleJ

    When you include billable Time/Costs, there's a checkbox for this. It sounds like you have this ticked:

    image.png

    If you UNTICK it, it will display line by line:

    image.png

    NOTE: When bringing in Time, the invoice Description is prefilled based on what's entered in the Timesheet/Activity Notes field.

    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

    shaz@accounted4.com.au

    https://accounted4.com.au

    (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!)

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