How can I add Rep details to each transaction so that when you are in suppliers you can see who ente

Core Contracting Services
Core Contracting Services Member Posts: 6
edited September 2019 in Accounts Hosted
We have a few people entering data and it would be awesome if you could add rep names to each transaction so its easy to see who needs training when mistakes are being made without having to run a report every time.  Can a rep number be added so when you look at your supplier it shows the Invoice, PO or Payment number and the person who entered it?

Comments

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

    Hi There

    Whist you can add a Rep to a PO, unfortunately, you can't edit the fields/columns in the Bills or Pay Bills screens.

    A better option would be to ensure each person entering data has their own User Name to login to the company file as the User & Entry Time/Date columns can be added in reports.

    Hope that helps. 

    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!)