RA Enterprise = Is it possible to show payments on Statements

Steffi1
Steffi1 Member Posts: 16 Reckoner Reckoner
edited August 2021 in Reckon Accounts (Desktop)

Hi there,

We use RA Enterprise 2021 and generate monthly statements. I wanted to know if there is a setting I can change/use ..... to show the payments made from the customer on the statements?! Thanks.

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,216 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Yes, it sounds like you have it set as "All open transactions ..." which - if allocated - means payments won't display.

    To see payments AND billing, you need to choose the Statement Period date range which will then display ALL transactions within that timeframe:

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  • Steffi1
    Steffi1 Member Posts: 16 Reckoner Reckoner

    Hi Shaz, Great Thank you! for the reply.

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