Hi, Is anyone able to assist with the description field missing when I raise an invoice?

DanielleJ
DanielleJ Member Posts: 5 Novice Member Novice Member

When I raise an invoice to our clients, I can bring in the labour component and all fields populate correctly except the description field is always blank.

This is not an issue for our accounts team however………

Does anyone know how to resolve this?

Thank you!

Answers

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 567 Reckon Staff Reckon Staff

    Hi @DanielleJ

    Is this happening in Reckon Accounts Hosted 2024?

    I hope this helps. Please feel free to let us know for any concerns/issues. Thank you!

    Regards

    Tanvi

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,208 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited July 2024

    @DanielleJ

    When you include billable Time/Costs, there's a checkbox for this. It sounds like you have this ticked:

    image.png

    If you UNTICK it, it will display line by line:

    image.png

    NOTE: When bringing in Time, the invoice Description is prefilled based on what's entered in the Timesheet/Activity Notes field.