I am needing to create a purchase order to buy computer software for our business. How do I do this? Is it even possible in Reckon One? As I have created a project and an item line, but can't see how to print it.
-
194 Points
Posted 5 years ago
Kevin Russell, Accredited Partner
-
58,154 Points
-
7,906 Points
Mirko, Alum
-
34,772 Points
-
194 Points
Many thanks for the clarification. I thought this may have been the case.
-
7,906 Points
A possible option for the time being, is to utilise the purchase approvals option in Reckon One. Enabling purchase approvals allow you to create "Draft" bills in Reckon One. Whilst this won't actually provide you with a form/template that can be submitted (e.g. printed or emailed) to a supplier which says "Purchase order", it should allow you to track your open purchase order(s) in Reckon One. Draft bills are non-posting so they won't reflect in your reports.
If your purchase order is accepted by the supplier then you just need to approved the draft bill in Reckon One. If your purchase order is declined by the supplier then you can remove the draft bill from the system.
Purchase approvals are available in books which have the "medium" invoicing module enabled.
To enable purchase approvals in Reckon One, click the Administration menu > Purchase preferences > Approval process (set this to Enabled).
If your purchase order is accepted by the supplier then you just need to approved the draft bill in Reckon One. If your purchase order is declined by the supplier then you can remove the draft bill from the system.
Purchase approvals are available in books which have the "medium" invoicing module enabled.
To enable purchase approvals in Reckon One, click the Administration menu > Purchase preferences > Approval process (set this to Enabled).
-
330 Points
-
100 Points
Kevin Russell, Accredited Partner
-
58,154 Points
-
392 Points
-
480 Points
-
80 Points
-
478 Points
I take it that this still isn't an option? It never occurred to me to check something simple like being able to raise a PO...
Kevin Russell, Accredited Partner
-
57,106 Points
Well then it might be back to the drawing board. If I was looking for a system for a client I would have a checklist to make sure it has the functionality I need. I wouldn't want to just "wing it". You can waste a lot of time that way
-
478 Points
I was just hoping there had been an addon - if financial programs were something I'd need to investigate regularly I'd definitely add PO on the checklist now. Only just started using it so can still switch without too much cost I suppose.
(Edited)
Rav, Community Manager
-
102,690 Points
You may want to check out TidyStock which is a full featured inventory management add-on solution that integrates with Reckon One.
More info here - https://www.reckon.com/marketplace/add-on/tidystock/
More info here - https://www.reckon.com/marketplace/add-on/tidystock/
-
478 Points
Thanks for that infor Rav - for one user it seems to be $50/m which is more than the entire ReckonOne subscription which puts it well outside of a useful pricerange for only a few purchase orders a year. (based on the minimum price here). But now I know what the other option is other than doing them by hand!
