Hi, Is anyone able to assist with the description field missing when I raise an invoice?
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
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Hi @DanielleJ
Is this happening in Reckon Accounts Hosted 2024?
- If Yes, please check this - #TipTuesday - Memo in the Customer Statement📝 — Reckon Community
- If not, it would be helpful, if you can provide us with some screenshots for us to investigate for you.
I hope this helps. Please feel free to let us know for any concerns/issues. Thank you!
Regards
Tanvi
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When you include billable Time/Costs, there's a checkbox for this. It sounds like you have this ticked:
If you UNTICK it, it will display line by line:
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
(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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