Credit Request - Is it possible to raise a credit request.

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Rhodes Biloela Pty Ltd
Rhodes Biloela Pty Ltd Member Posts: 46 ✭
edited September 2019 in Reckon Accounts (Desktop)
Is it possible to raise a credit request in Reckon Accounts Premier Edition 2019? 

A credit request is a document you send to your supplier when you have an incorrect item to return that you need your supplier to credit and provide a credit note for. 

I had a look and tired the search function and couldn't see anything helpful. This is a basic part of inventory receivables.

If this isn't something Reckon includes, well it really should be updated to include this function. Otherwise you need to raise it outside of your system. 

Thanks, any insight would be helpful. 

Cheers
Jayne 

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  • Jacqui Allen
    Jacqui Allen Member Posts: 238 ✭✭
    edited September 2019
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    You can use the purchase order function, simply create a new template "Credit Request/Return Authorisation". Once the credit note has been received you can then mark the purchased order as closed.

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