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Add the reference field to the Receive Money screen

Donna_10094549

As I can't change the receipt/invoice numbers to match my POS system, I record them in the Reference field. But when I receive money from customers, I can't see the reference field, only the receipt/invoice number(which are irrelevant in my situation). Does anyone know how to make the column appear for the reference Field?

I have a few customers who purchase the same item on different invoices, so I need to make sure I'm paying the correct one.

Does anybody know if Reckon One is going to amend it, so we are allow us to change the receipt/invoice numbers like we could in Accounts Hosted.

Status: 🛠️ Coming Soon to Reckon One

Comments

Rav

Hi @Donna_10094549

You can't pull through data from the reference field in the Receive Money screen at this stage.

I'll convert your post into an idea and I'd encourage fellow Community members to vote for it as well if they'd find this useful. The more votes an idea receives, the more visibility it gets with our product team for consideration in future updates.

If you have any additional details on how you'd like this to work or specific use cases, feel free to share them here as that context can really help strengthen the idea.

Donna_10094549

Thanks Rav. That's very dissapointing. Do you have another other way of selecting the correct invoice - besides clicking on every single invoice to open it, to see if the invoice number matches?

Donna_10094549

Hi Rav,

Thanks for changing it to an "idea" so we can vote on it.

Rav

Morning @Donna_10094549

I've converted this very post itself into an idea which is now open for voting. You'll see in your opening post there is a voting option in red.

Since you created this post, your own vote is automatically added which is why it currently shows 1 for the number of votes.

The link for this specific post is in your address bar in your browser and I'll add it here as well - https://community.reckon.com/discussion/8102830

kathabs

I agree with @Donna_10094549 this makes it difficult to know what payments are being allocated to which invoices correctly.

We would love this to at least be a customisable option to see that reference field. Otherwise, that field is kind of useless to us when applying payments.

Rav

📋 PLANNING

Hi everyone

Just an update to let you know our teams have created a job to plan how we can incorporate this idea into Reckon One 🙂

This is still very much at the starting line at the moment so I can't provide any timelines just yet but will definitely will keep you posted as we progress with it.

Keep the votes and comments on your use-cases coming as it really helps us to build an understanding.

Thanks everyone 🙂

Rav

🛠️ IN-DEVELOPMENT

Hi folks

Just an update to let you know the work on this is well underway and tracking along nicely. All going well, it will be coming through in Reckon One's next update.

More info to come so stay tuned.

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