How do I tick the "billable" box on a supplier bill (Reckon Accounts Hosted). Do I need to turn on this function somewhere to allow the box to be ticked?
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150 Points
Posted 2 months ago
Acctd 4 (Shaz) (Reckon Accredited Bookkeeper/Regd BAS Agent), Accredited Partner
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8,456 Points
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150 Points
Thanks Shaz! I've tried to do this, but the 'billable" box is being bypassed & I'm unable to tick it! I've tried but I can't work out why!
Do you know if there's any settings I need to change to allow me to tick that box?
Thanks, Michelle.
Do you know if there's any settings I need to change to allow me to tick that box?
Thanks, Michelle.
Acctd 4 (Shaz) (Reckon Accredited Bookkeeper/Regd BAS Agent), Accredited Partner
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8,456 Points
No, you shouldn’t need to change any settings.
What account (eg expense) or item type (eg service) are you trying to make billable?
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
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150 Points
The COGS account. I just tried a couple of Expense accounts, and I'm able to tick the box for these....just not the COGS! Do you know why? Thanks Shaz :)
Acctd 4 (Shaz) (Reckon Accredited Bookkeeper/Regd BAS Agent), Accredited Partner
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8,456 Points
Aha – Yes ... this account is not “Billable” because Reckon automatically adjusts your COGS based on your Purchases v Sales.
The purpose of the “Billable” feature is too track on-charges to a Customer for specific (reimbursable) expenses – eg Time, Mileage, Items or Expenses.
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
Linda Putland, Accredited Partner
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16,026 Points
Further to Shaz's explanation - create an expense account for what you want to use (I often use Other Expense accounts, and then make sure these go back to zero before year end).... the COGS accounts are not able to be billable for the reasons outlined above.
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150 Points
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150 Points
