Creating Reports Using Service Date

AlieskeMcLellan
AlieskeMcLellan Member Posts: 8 Reckoner Reckoner
in Accounts Hosted

I am wanting to run a report by service date rather than invoice date, but for some reason cannot locate it anywhere. Is there actually a way to do this?

Answers

  • Kris_Williams
    Kris_Williams Member Posts: 4,278 Reckon Hall of Famer Reckon Hall of Famer

    With the report on the screen you might be able to sort by date, exactly what report are you after?

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

    I had though so but it doesn't look like it's possible as this isn't an available Filter or Column option 😣

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  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 333 Reckon Hall of Famer Reckon Hall of Famer

    Using RAH API then :)


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  • AlieskeMcLellan
    AlieskeMcLellan Member Posts: 8 Reckoner Reckoner
    edited July 2023

    By the responses it doesn't seem it is possible. Maybe I will make a suggestion. As a transport company, each line on the invoice has a date associated with it of the trips done that day. At times we want to search by those dates rather than invoice date for truck trip comparisons. Rather than using a complete extra software or application to integrate with Reckon we want to just use Reckon reporting. Simple search really.

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