How do I tick "billable" on a supplier bill - do I need to turn on this function somewhere? (Reckon
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Hi Michelle
Once you enter/select the applicable “Customer:Job” on each line, the “Billable” box will appear for you to tick
Shaz Hughes Dip(Fin) ACQ NSW, MICB
Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)
Accounted 4 Bookkeeping Services
Ballajura, WA
0422 886 003
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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Thanks Shaz! I've tried to do this, but the 'billable" box is being bypassed & I'm unable to tick it! I've tried but I can't work out why!
Do you know if there's any settings I need to change to allow me to tick that box?
Thanks, Michelle.
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No, you shouldn’t need to change any settings.
What account (eg expense) or item type (eg service) are you trying to make billable?
Shaz Hughes Dip(Fin) ACQ NSW, MICB
Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)
Accounted 4 Bookkeeping Services
Ballajura, WA
0422 886 003
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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The COGS account. I just tried a couple of Expense accounts, and I'm able to tick the box for these....just not the COGS! Do you know why? Thanks Shaz
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Aha – Yes ... this account is not “Billable” because Reckon automatically adjusts your COGS based on your Purchases v Sales.
The purpose of the “Billable” feature is too track on-charges to a Customer for specific (reimbursable) expenses – eg Time, Mileage, Items or Expenses.
Shaz Hughes Dip(Fin) ACQ NSW, MICB
Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)
Accounted 4 Bookkeeping Services
Ballajura, WA
0422 886 003
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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Further to Shaz's explanation - create an expense account for what you want to use (I often use Other Expense accounts, and then make sure these go back to zero before year end).... the COGS accounts are not able to be billable for the reasons outlined above.0
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Aaah. I understand what the problem is. Because the "Cost of Goods Sold" account is usually used in relation to goods held in inventory, it cannot be ticked as "billable" on a supplier bill.
I'm using the COGS account to record materials purchased for jobs, so I will probably need to change it to an "Expense" account to allow it to be billable.
Problem sorted! Thanks so much for your help Shaz!
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Thank you Shaz and Linda. I saw your replies just after I'd sent mine. Much appreciated.
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