Cash receipting

Bob Hale_9286332
Bob Hale_9286332 Member Posts: 45
edited September 2019 in Reckon One
I have many donors who give regular cash donations.
I really don't want to raise an invoice for each one so I have been just entering the payment.
But I can't work out how I can print a tax receipts for them. They need it for tax purposes.
Is that possible?

Also, what would be really nice if I can print a tax receipt for the year as well which shows all donations received for each person for the year.

A can print a customer statement but that is not a tax receipt.

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited September 2019

    Hi Bob & Sonia

    Use a Sales Receipt instead.  This records the "sale" (or donation in this case) as well as the "Receive Payment", in the 1 transaction. 

    If you prefer, you can edit the template to remove unneeded fields &/or columns.  You can even re-name the form eg "Donation Tax Receipt".  If you've already uploaded a logo/customised another template that you use (eg Tax Invoice), you can actually "Duplicate" this & just edit the specifics according to your requirements.

    You can find "Create Sales Receipt" in the middle of your Home screen or - if you prefer to use the menus - from your Customers dropdown menu.

    NB  Once you're happy with your customised receipt, you can add it to your Icon Bar for easy re-access!  To do this:

    • With the Sales Receipt window open, click on View (in the toolbar along the top)
    • From the dropdown menu, select "Add ... to Icon Bar ..."
    • Select an icon from the LHS list, enter a relevant label name (eg "Rcpt") then click on "OK"

    You can actually add ANY form/window/report to this Icon Bar which is great for your most commonly-used screens :)

      TIP:  Keep your label names as short as possible to prevent taking up too much space in your Icon Bar  


    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Bob Hale_9286332
    Bob Hale_9286332 Member Posts: 45
    edited September 2019
    Thanks for the reply Shaz.
    Does this relate to Reckon One?
    I don't have a Home screen or drop down menus.
  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited February 2018

    My apologies Bob - I hadn't noted the specific category. 

    No, unfortunately, I don't believe R1 has that level of functionality as yet.  Rav/Reckon, can you please confirm?

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited February 2018
    Hello Bob, Sonia, Shaz,

    The workaround is to use the Tax Invoice anyway - it'll cost you a couple of clicks and give you all you want, all in one process.

    Open a new Invoice and enter the minimum information needed in the header and the table;
    Do not save it but click on the Receive Payment button - the system will offer to Save the invoice so accept it;
    The payment section will open at the bottom so select a bank account and enter the amount of payment;
    Click Save;
    At the top right use either the Print or Email links to send the paid invoice form to your customer/donor.


    Hope this helps.


    regards,
    John.

  • Bob Hale_9286332
    Bob Hale_9286332 Member Posts: 45
    edited February 2018
    I know it is just a couple of extra clicks, but I have maybe 100 donations a month of $5 or $10 each so it really increases the work considerably.
  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited February 2018
    Understandable Bob.

    The issue of printing receipts from Money Received transactions has been highlighted to our developers and will be reviewed for inclusion in a future update.  

    regards,
    John.