Is there anyway I can get a totaled report of purchase orders on a month by month basisi ?

Ronelle
Ronelle Member Posts: 1
edited December 2019 in Reckon Accounts (Desktop)

Comments

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

    Hi Ronelle

     

    Yes – There’s not specifically a default Reckon report but you can create your own, modify it to your requirements & memorise it to re-use:

     

    • Click on Edit (along top toolbar) then on Find in the dropdown menu
    • On the Advanced tab, select & set the following Filters:

                  * Transaction Type  >   Purchase Order

                  * Detail Level            >  Summary

     

    • Click on “Find” then on “Report“ to create/view results accordingly
    • You can click on “Modify Report” to further customise including adding/removing Columns

    (I’d untick Account, Clr, Split & Amount & add in Credit) & select “Month” in the Total by dropdown etc

    If you’re only wanting a specific month at a time, you can select this range in the Dates dropdown (eg “Last Month” or “This Month-to-date”)

    • On the Header/Footer tab, you can give this report a relevant name (eg “Monthly POs”) in the Report Title field
    • Once happy, click on “OK” to refresh
    • Once customised to your specific requirements, you can click on “Memorise” to add it to your Memorised Reports
    • You can also add it to your Icon Bar for 1-click access by clicking on View (along top toolbar) then on Add Find Report to Icon Bar in the dropdown menu.  (Tip: Keep the name short – eg Mthly POs – to avoid taking up too much space along your icon bar!)

     

     

    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

    www.accounted4bs.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!)