Adding a Job Number field to a Statement

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  • Updated 1 year ago
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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
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Rebecca

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Posted 1 year ago

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Shane, Employee

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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.
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Rebecca

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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
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Shane, Employee

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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