Customised Lists

Gaelene_8270695
Gaelene_8270695 Member Posts: 3
edited September 2019 in Reckon Accounts (Desktop)
I would like to set up a customised 'list' to be used on invoices and reporting. (ie Similar to the Sales Rep standard list)  Any ideas??

Comments

  • Datarec_ReckonLtd
    Datarec_ReckonLtd Reckon Staff Posts: 1,039 Reckon Staff
    edited July 2019
    Hi Gaelene,


    There is no function to create your own 'list type' in the Reckon Accounts Hosted/Desktop software.

    There are only a few headers such as the Sales Rep drop-down list that can be enabled in the invoice templates that allows you to select from a pre-defined list.


    Consider using the Class List as these are available in the invoice templates.

    You can enable the Class tracking as follows:

    * Click on the Edit menu and select Preferences
    * In the Accounting section, click on the Company Preferences tab
    Click on the Use class tracking option
    * Click the OK button to save your changes

    In the Lists menu, you should now see the Class List.
    There you can add entries that you can use in an invoice

    Now when you enter an invoice, you should see the CLASS drop-down list.

    This also would allow you to customise reports and filter by class.


    Regards,

    Data Recovery Team
  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited September 2019
    Hi Gaelene

    What sort of list are you wanting to create?  There may be some other tracking options - including Custom Fields - that you can use depending on what you need. 

    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!)