detail sales report with memo

prasanna

Hi Team ,

I am using Reckon Hosted ,

We use

memo section of sales invoice to report critical information piece to track interstate sales .

Now I wanted to run a detail sales report with memo detail printed in an extended column

ALSO the same thing for POs

I wanted to run a detail purchase order report with memo detail printed in an extended column

Thank you for your help in advance

prasanna

Zappy

@prasanna

That isnt how it works unfortunately.

You probably didn't think about the problem before devising a solution.

The memo field wont display on the reports

You might have better luck with one of the third party app developers like Cosmic

It will be expensive

Zappy

Reeta

Hi @prasanna ,

To be able to get memo included in the report, please follow the below steps:

• Go to Reports in the top menu.
• Select Purchases and then choose Purchases by Item Detail.
• Click on the Modify button to adjust the report settings.
• In the Display tab, add the Description field. This will include the memo for the purchase order.

Once you've made the necessary changes, you can further customize the report to meet your specific needs. If you find yourself using the same customized settings often, you can also memorize the report for future use.

Hope this helps!!

Kind regards,

Reeta

Zappy

@Reeta

Does that work for purchase orders?

Sales orders?

Kr

prasanna

Hi Reeta ,

thank for the reply , it doesn't work for the sales invoice ??

Thank you

Zappy

@prasanna

No it doesn't

We discussed this

Kr