Customer report showing description - Premier - Contractor edition

Sue Barton
Sue Barton Member Posts: 13
edited August 2019 in Reckon Accounts (Desktop)
I am hoping there is someone out there to help!
We have a customer who has won a contract to install equipment in a chain of stores, we have completed most of the work and I am wanting a report to show in detail which stores we have completed and the income to date.  
When entering my invoices, I use the name of the store in the 'Description' area on the sales invoice.  I can do a 'find' and drill down to bring up the name of the store, however it does not include the $ value.  In some reports I have tried,  I have modified the description to include the name of the store but I get a list of item description, or the memo field on the invoice!
I am using Accounts Premier -Contractor edition.
Can someone please advise
Thanks 

Comments

  • Sue Barton
    Sue Barton Member Posts: 13
    edited June 2019
    Thanks Kevin, I read up on how to use them.
  • Jacqui Allen
    Jacqui Allen Member Posts: 238 ✭✭
    edited July 2017
    In the mean time, >Reports>"Custom Transaction Detail"
    Modify Report
    DISPLAY
    set dates, Columns Type, Date, Number, Name, description, Amount Sort Description
    FILTER Accounts
    : all income/expense accounts, Name: Select customer  and OK