Help Needed: How to add/automatically show PO# to statement?

Info Tecbo
Info Tecbo Member Posts: 8

Hi,

One of our important customers requested us to add their PO# to statements sent to them, as all their other suppliers can include PO# and they need this information included for their checking process. Having their PO# on statements would help them make their checking process quicker and therefore approve for payment to us quicker.

I had tried several times editing our statement template but fail to do locate and add this section to the statement. Hence, would you please help to advise how to add/automatically show PO# to statement?

Looking forward to your prompt reply!

Kind regards,

Philip

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,305 Community Manager Community Manager
    edited January 2021

    Hi Philip,

    There isn't an option to add a Purchase Order # so that it automatically populates or shows on a specific customer statement unfortunately.

    An option would be to add a custom field to your statement template via the additional customisation/layout designer functionality, however this will not 'automatically' show the PO number and will need to be input.


    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 314 ✭✭✭

    Hi Philip,

    If you are desperate to have a solution, I can help you to create a custom one, it can export the statement the way you want with any fields from Reckon.

    Let me know if you have any questions.


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au


  • Info Tecbo
    Info Tecbo Member Posts: 8

    Hi Rav,

    Thanks for your reply. For inputting PO to statement after adding a custom field to your statement template via the additional customisation/layout designer functionality, do you mean we need to input PO for each invoice in the statement manually each time we create a statement?

    Kind regards,

    Philip

  • Info Tecbo
    Info Tecbo Member Posts: 8

    Hi Phuong,

    Thanks for your reply. Would you please help to explain how to achieve this in further details by sending us an email (info@tecbosport.com) with your solutions? Also, would that be possible for statements to have POs on each time we create them?

    Kind regards,

    Philip

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 314 ✭✭✭

    Hi Philip,

    Basically, we will need to create/duplicate the statement creation feature and export PDFs exactly like how Reckon does now, the only difference is that the app can include the PO# (from each invoice) into that statement report.

    Thanks,


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au


  • Info Tecbo
    Info Tecbo Member Posts: 8

    Hi Phuong,

    I have a few more questions:

    1.Will this feature have additional cost?

    2.Will this feature permanently work after it is created?

    3.Will POs be automatically added to statements each time we generate them?

    4.When our software update each year, will this feature be affected?

    5.If this feature have problems in the future or need additional improvements, will us be looked after again?

    Kind regards,

    Philip

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 314 ✭✭✭

    Hi Philip,

    Please find my answer below:

    1.Will this feature have additional cost? Yes, please email phuong@cactussoftware.com.au for more info.

    2.Will this feature permanently work after it is created? It is forward compatibly so it should work with all the newer version of Reckon Desktop. I have solutions that work for years

    3.Will POs be automatically added to statements each time we generate them? Yes

    4.When our software update each year, will this feature be affected? No, as long as you are still using Reckon Desktop products

    5.If this feature have problems in the future or need additional improvements, will us be looked after again? Yes, any problem from the app will be fixed free of charge.


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au


  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited January 2021

    @Info Tecbo Not sure why it’s not been mentioned previously but if you add the customer’s PO No. into the “Memo” field on each invoice, you can already have this show automatically on Statements.

    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

    shaz@accounted4.com.au

    https://accounted4.com.au

    (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!)
  • Info Tecbo
    Info Tecbo Member Posts: 8

    Hi Shaz,

    This approach works, and simple, thanks so much!

    Actually, I have also found another way to add PO# to statement by adding fields when generating reports, the the customer accept it as well.

    Kind regards,

    Philip