How to add a column to the INVOICE LIST screen?

Mark Brown
Mark Brown Member Posts: 14 Reckoner Reckoner
in Reckon One

I've always used the Reference column as the PO # . It's important for us to be able to view these via the invoice list. With the new invoice system, we've tried using the actual PO# tab for recording it but have now lost the ability to view it in the list.

Is there a way to add the PO# as one of the column in the INVOICE LIST screen?

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  • klaura
    klaura Reckon Staff Posts: 438 Reckon Staff Reckon Staff

    Hi @Mark Brown,

    You can add the PO# to the Invoice list report by clicking on "Show more options," which allows you to include the Purchase order number as an additional column.

    image.png

    I hope it helps.

    Best regards,

    Karren

  • Mark Brown
    Mark Brown Member Posts: 14 Reckoner Reckoner

    HI Karren

    Sorry I didn't explain that well.

    I'm talking about the Invoice screen - MONEY IN - Invoices.

    The list of ALL, UNPAID, OVERDUE, PAID

    In this list I can view Date, Invoice#, contact, reference, due date, amount, balance, email.

    When I click on the spanner, there is no option for PO#.

    We work off PO#s so need to be able to view them in this screen.

    In the past we used the reference item but with the new invoice screen, would like to use the PO# option.

    Is there a way to add PO# to the MONEY IN - invoice screen list?

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,657 Reckon Community Manager Community Manager

    Hey @Mark Brown

    Unfortunately adding Purchase Order as a column option to the invoice list screen isn't an option at the moment but I can completely see how it would make sense to have now that we have a dedicated field for PO numbers.

    Can I get you to add a feature request for this in our Reckon One Ideas page linked below, I'll definitely add a vote and I'd recommend others to as well

    Reckon One Ideas

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