Hi Im new to Reckon. How do you find an Invoice or transaction by Invoice no, customer, reference no etc please?

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  • Updated 3 years ago
Hi, Im new to Reckon. Can someone please tell me how to find transactions (invoices, purchases etc......even account details,,,, by way of customer, invoice no or reference please. Just say I want to find a car that I sold and the car rego was what I used in the reference field- (eg 123abc) where do I go to type in the reference or the invoice no or the customers name please to locate the invoice?
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Jan

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Posted 3 years ago

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Qwerty

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Hi Jan,

I'll use your invoice example in this reply.

1. View the invoice list page (Select the left navigation menu > Day to day > Money in > Invoices)
2. If you know the invoice status select the appropriate tab otherwise select the 'All' tab
3. Click the option to the right of the column name you wish to search
4. A filter will display where you can enter your search criteria
5. Once you have configured the search criteria, click the search option (magnifying glass icon)

So you would select the filter for the reference column and search for 123abc

(Edited)