Adding a Job Number field to a Statement

  • 1
  • Question
  • Updated 2 years ago
  • Answered
  • 1
Hi There

We need to take the Job Number out of the Description field and add it to its own field near the date.

We are using Reckon Accounts Premier: Contractor - Edition 2017

Photos attached.






I've been trying to look at me book, page 130 and it look like the Job Number is on there as a choice. How do I get it to be on this list located under 'Header'.



Thanks so much.

Rebecca
Photo of Rebecca

Rebecca

  • 908 Points 500 badge 2x thumb

Posted 2 years ago

  • 1
2 years ago
Photo of Shane

Shane, Employee

  • 7,448 Points 5k badge 2x thumb
Hi Rebecca,

A way to get this to work is to use the Account Number field in the customer/job setup to enter the job number.  Then edit your statement template, rename the Account # box to Job Number, position where you want, and then you will have what you need.

Let me know if that helps.

Regards,
Shane.
2 years ago
Photo of Rebecca

Rebecca

  • 908 Points 500 badge 2x thumb
Thanks Shane, that does make sense.

Just one other question, how do I remove the 'job no' from the body of the description?

Thanks heaps
2 years ago
Photo of Shane

Shane, Employee

  • 7,448 Points 5k badge 2x thumb
Sorry for not coming back sooner I missed your reply.  So with the job number showing in the description, there is not a way to get rid of that without removing the description column entirely.

Regards,
Shane
  • 1

Powered by Get Satisfaction