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

Question

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!

Acctd4 · Answer

@DanielleJ

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.

Tanvi_kataria · Answer

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