Conversations

Photo of Deb
Why is the customer balance owing different to the sum of invoices less payments
Why is the customer balance owing different to the sum of invoices less payments?  The transaction history for the customer shows all inv...
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  • 1 reply
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Photo of Marney
refund+of+GIO+workers+compensation
Hi, can anyone please help me with recording an refund from a Workers Compensation Company(ie GIO). We over estimated the wages for last...
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  • 6 replies
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Photo of Deb
why can't I choose terms of 28 days
I would like to choose payment terms of 28 days (4 weeks).  The system allows me to create the term, but it does not reflect in the due d...
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  • 1 reply
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Photo of Deb
can ship date automatically be the same as invoice date
Can someone please tell me how to make the Ship Date automatically be the same as the Invoice Date?  It is time wasting in our business t...
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  • 1 reply
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Photo of Deb
How to get an automatic future date field
Does anyone know how to get a drop down date field that will automatically put in a date that is 2 weeks time from the date of the invoic...
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  • 7 replies
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Photo of Deb
can I create an estimate from an invoice
Well I love estimates, and I use them also as work orders from my customers.  That way I can run a find transactions type report, with th...
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Photo of Deb
Can I search for a field in an estimate
In Reckon Accounts Premier Edition 2017 (Desktop)...   I use estimates (or Quotes), and would like a field in there somewhere where I can...
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  • 5 replies
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Photo of Deb
how to sort my estimates report by a certain field rather than the customer name
Thanks everyone for your help!  I now have a nice report with all my estimates information showing and all the fields I want in there.  T...
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  • 1 reply
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Photo of Emma White
Estimates - Active, Status and Reports
Estimates need a status of won, lost or pending not just active or not active.   Many comments on having to go into each estimate after i...
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  • 2 replies
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Photo of Deb
How to add an extra header field to the Estimates template
Really hoping someone can help with this:  There is only one "other" field available in the Header section of Estimates template, and I r...
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  • 2 replies
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Photo of Steven
Do I need to manually close an estimate or should it close automatically after the invoice has been created from it?
Should an estimate automatically close after I create the invoice from it? I use the create invoice button at the top of the estimate pag...
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  • 2 replies
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Photo of Deb
How to always send invoices as rich text or HTML format in email
Hi everyone, would love to know how to always have the default when sending invoices via Outlook that the message will be in rich text or...
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