IMPORTANT INFORMATION FOR OUR RECKON USERS REGARDING SINGLE TOUCH PAYROLL PHASE 2

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Report writer

OZFLEXOZFLEX Member Posts: 18

Is there a built in report writer in Reckon ?

If not, is there a work around to use a report writer to develop simple functional reports ?

Answers

  • Acctd4Acctd4 Accredited Partner Posts: 1,448 ✭✭✭
    edited October 18

    Yes, under the Reports dropdown menu:

    (Personally, I've never had a need to use it myself as Reckon's default suite of reports is so extensive, along with the ability to create your own/turn any search into a report also 😁)

    What specific reports are you wanting ? You may find they're already available under this Reports menu.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper *** (specialising EXCLUSIVELY in Reckon Accounts / Reckon Accounts Hosted!)

    * Regd BAS Agent (No: 92314 015) * ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

    (NB: Please mark your post as Accepted Answer/Answered if I have been able to resolve your query as this helps others when seeking solutions!)

  • OZFLEXOZFLEX Member Posts: 18

    I don't seem to have the same drop down as you ? But I did look at the custom summary reports and can possible get fields on to my reports that are not available in the standard reports. Specifically I wanted bar codes and new defined fields to appear which I think I can get under "Custom Summary Report". I'll play with them a little and come back to you if I cannot get what I need.

    Thank you for your attention


  • Acctd4Acctd4 Accredited Partner Posts: 1,448 ✭✭✭
    edited October 18

    The screenshot I posted is for Reckon Accounts Hosted as you've asked your question under that category but it looks like you're actually using Premier, which is one of the desktop versions 😏

    You can search for any transactions via the Find function (under the Edit dropdown menu) You can generate a report from here & then Modify this - & any other existing reports - to include/exclude specific filters, display/hide columns & customise formatting.

    If you can you explain in detail exactly what you're trying to report on, I can be more specific.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper *** (specialising EXCLUSIVELY in Reckon Accounts / Reckon Accounts Hosted!)

    * Regd BAS Agent (No: 92314 015) * ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

    (NB: Please mark your post as Accepted Answer/Answered if I have been able to resolve your query as this helps others when seeking solutions!)

  • ZappyZappy Accredited Partner Posts: 4,815 ✭✭✭

    Sharon is right. The hosted version is Enterprise so has the report writer built in. Premier does not. What are you trying to do?

  • OZFLEXOZFLEX Member Posts: 18

    Thank you all for the attention,

    I'm looking for a inventory "stock movement" aging report to understand what has and what hasn't moved by period (date).

    ITEM NUMBER (STOCK CODE)

    STOCK ON HAND

    DATE SALES (last movement)

    This is to look at non moving stock, quantity and value.

    That is just one report only, I have a few more but it would be nice to have the ability to build simple visible management reports on inventory.

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