Customer country field

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  • Problem
  • Updated 7 months ago
I am using 2018 Reckon Accounts desktop.  When I enter the address for Customers in certain minor countries (Maldives, Mongolia, Mauritius, Namibia) Reckon moves the Country value to another field (State, Notes etc).  It's as if Reckon has a hidden list of accepted Countries and the above Countries are not in that list.  Anyone else had this problem?
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Kevin Whiting

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Posted 8 months ago

  • 1

Hi Kevin

I don't use the "Edit" button for name/address info (& make sure the "Show this window again when address is incomplete or unclear" checkbox in that "Edit ..." window, is not ticked) 

This particular section seems to have a default format which struggles with longer/international address layouts.  Instead, I always type the info directly into the "Bill to" section on the customer record.

Alternatively, if you do use the "Edit ..." info window (or add Shipping addresses), type the address - as you want it displayed - all into the "Address" box & ignore the other fields (City, State etc)   

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Kevin Whiting

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Thanks Shaz.  When I follow your method, I get the address looking good from a layout perspective (in the Bill To box) but when I run a Customer list report, the country "jumps around"into the City, State or Notes field.  I am trying to prepare a Sales by Country report (we deal with ~80 countries).  It should be easy to do in Reckon, but only if you can actually "force" the value into the Country field.  My current approach is to export to Excel and manually edit for Customers with "problem" countries.  As I surmised in my original comment, it appears that Reckon has a secret Country list and will only accept values from that list, regardless of what you type.  If so, Reckon might have inherited this from the Americans (Intuit).

Sorry Kevin ... I get where you're coming from now.  I had thought you'd meant on the invoice itself.

As a workaround, would it be any good to create a Custom Field for the Country?  This can be added in their Customer record which you can then add to your invoice template "Screen" to autofill every time you create an invoice for them, but not display on the customer's printed/hard copy.  Then filter/group your report by this?

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Kevin Whiting

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I have concerns with having Country values in two places - potential for variances!  I can display the Custom field in a report, but cannot summarise by the Custom field label.  Ultimately, I am attempting to produce a table of sales by Item group (row) by Country (column).  My current solution is to extract the data into Excel, edit the Country value for the problem Countries then summarise into the table with the SUMIF function.