Duplicate or Copy Invoice

Sharon_9776959
Sharon_9776959 Member Posts: 5
edited July 2020 in Accounts Hosted
I need to duplicate or copy an invoice, does anyone know how to do this in Reckon Hosted? Not save it as a memorised transaction, eg once done up an invoice right mouse click and go copy invoice so it is raised with the next invoice number in line (an invoice might have 23 lines but only need to change 1)

Comments

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

    Memorising it will achieve what you're needing. You can set it up with "Don't Remind Me" & just right-click on it in your Memorised Transactions List to enter each time.  It will automatically generate the next sequential invoice number. 

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    shazinoz2@bigpond.com


    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!)
  • Sharon_9776959
    Sharon_9776959 Member Posts: 5
    edited July 2020
    My memorised list would be ridiculously long. Nor is this the easiest option as no two invoices are the same, but if one needs amending or crediting, rather then re-doing the entire 20+ lines of an invoice just to duplicate. That and the Director of the business does not like that option.
  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited March 2019

    Unfortunately, there's not a specific "Copy" feature, memorising is the closest thing.
    However, you don't have to keep the transaction(s) in your Memorised List though:

    • Open the invoice/credit you want to copy & memorise it.
    • Re-generate a copy (from within the Memorised List) then delete that Memorised Transaction out of the List.   

     

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    shazinoz2@bigpond.com

    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 Graetz
    John Graetz Member Posts: 1,651 ✭✭✭
    edited March 2019
    I agree with Shaz.  To accommodate your specific request, the option provided by Shaz will provide what you want, but it then becomes a cumbersome and time consuming process, purely because you don't want a rediculously long memorised transaction list.  To have a rediculously long memorised transaction list must mean that you also must have a "rediculously" long customer list, but that doesn't seem to be an issue for you.  I point this out to you though, that it is not going to take you any greater time to call up a memorised invoice (by typing in the start of the customer name), change the line or lines that you need to change, re-memorise it, than it would be to go to your specific customer, "copy" the last invoice and finalise it.  Perhaps you may wish to reconsider as to which option is going to work the easiest for you.
    John L G
  • Dan Stenzel
    Dan Stenzel Member Posts: 3
    edited July 2020
    typical of reckon/quickbooks, something that should be as simple as clicking a button 'copy invoice to a new invoice' but turns into a long convoluted process...
  • John Graetz
    John Graetz Member Posts: 1,651 ✭✭✭
    edited December 2019
    On the contrary, Dan.  "...a long convoluted process..." is hardly an apt description when it would take no more than a minute at the most to memorise the original invoice, and then recall it for use with a new transaction.  It might not be the best solution, but none the less, it is a very simple and quick process.  I have employed this technique many times.
    John L G