Can you print customer statements without the job number showing? And in invoice date order? Thanks.

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Can you print customer statements without the job number? Reckon wants to list all the invoices in job number order.  The invoices are out of chronological order. It looks messy. Thanks.
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Natalie Kotschner

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  • annoyed

Posted 5 years ago

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Mirko, Alum

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Hey Natalie, welcome to the Reckon Community. Have you tried playing with the customise
statement page?

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Natalie Kotschner

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Hi Mirko.  Yes, I have and I have customized my own statement.  It seems though that there are some things you can't change, such as the information that appears in the Transaction area.  I can't even delete it.  Any ideas?  Also, Reckon gives the job number priority and ignores the invoice date.  I'd rather the invoices be listed from oldest to newest :-) Natalie.
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Abbie Huxley

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Has this been resolved?  I would also like to edit the information that appears in the Transaction area but cannot find a way to do it.....
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Palak

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Hi,

Thank you for contacting Reckon Community.
regards to your Query
I have tested on my end and I could not find any way where you can customize the Transaction Part.
Transactions contains all the invoices and payment details only which gathers from Customers for particular date Period in Order as you can see the example image below. So you can not make any changes in Statement look other than what it appears under Customization.


Hope this help you understand your query

Thank you
Palak
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Abbie Huxley

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Thank you for your reply.  Can this be something that may be looked at in the future?  I am not at all happy with the way the Transaction details appear on my statements & would love the ability to edit them....
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Mirko, Alum

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Thanks for your feedback Abbie I will pass it onto our product managers for consideration in a future release of Reckon Accounts Business. Cheers.
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Dayle O'Callaghan - Accredited Consultant, Accredited Partner

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We also have a client where the statement printing by job order sequence is not acceptable. Surely there is some way to ensure the invoices are listed in date order, and this is not over ridden by job order unless specifically requested. Displaying invoices in date order is a fundamental requirement of any statement template. I have attached a screen shot of this issue as the above example does not deal with this. Please respond with how we can get this sorted. 

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