Timesheet Data for Subcontractor Invoices
Hi
Was wondering if anybody had any ideas with a problem I have with reckon hosted at the moment. I normally enter my subcontractor employees times through the timesheet entry. When I go to enter the subcontractors bills, reckon will tell me there is time data in a company file for this name/supplier and asks if I want to use it. I will then select yes, enter the correct dates relating to the invoice and the bill is then prefilled with the contractors hours for that week.
The last two weeks, for one specific subcontractor, even though nothing has changed in our entry process for the subcontractor's timesheet, when entering the bill, I am not able to pick up the timesheet entries. Reckon is not advising me that there is time data available.
I have searched through help and online for answers but cannot seem to get anything specifically relating to my current problem.
Any assisstance would be much appreciated.
Regards Lee
ADX Electrical Group Pty Ltd😭
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Theres something wrong with the card for the contractor. Try recreating it
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It sounds like you may have inadvertently unticked/not ticked the “Billable” checkbox on the timesheet.
Have a look at one of their timesheets to determine if this is what’s happened.
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Thank you
That will mean that I will have a completely new card file and all the history will not be visible? Also Name will need to change slightly.
I will create a new card file as you suggest...........I just wish I could understand why is stopped working for this one card file only and just all of a sudden.
Thanks for your assistance ☺️
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Thank you Acctd4
That was the first thing I checked. It had nothing to do with the billing (which relates to us invoicing out our customers). The problem is with me entering the bill from the contractor and not being able to pick up he's hours. Billable / Non Billable is still working ok on invoicing.
Regards Lee ☺️
ADX Electrical
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You can “Merge” the old Supplier into the new one if you create a new one with the exact same name.
NB: To ensure you don’t lose the Supplier detail, first create the new Supplier with a slightly different name & make sure you fill in all relevant details as per the original record including doing a Copy & Paste of any Notes. Then, change the original record name to exactly match the new one. The program will then notify you that the name already exists & will prompt you to merge them.
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Hi Acctd4
Just require a little more info. I have tried to merge the two card files by making the old name exactly as the new....
I am receiving the following message. Is this because I have outstanding bills for the old file, or because I have previous online banking payments for the old file? Am I able to get around this somehow?
Cheers Lee
ADX Electrical
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Ah, you're not going to be able to merge as you have used the old name in online payments (eg via ABA files) 😐️
You'll have to create the new one separately then. NOTE: You'll then need to go back in to the timesheets & change the Supplier Name to the new one)
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Bummer.......oh well never mind. 😕
Will go in and change time sheets. Thanks for the tips. 😊
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