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