Open invoices report with items

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  • Updated 6 months ago
  • Answered
HI all,
I'm using Reckon accounts HOSTED 2017.

I want a report of our open invoices that includes the items in each invoice.
So like this:

John Smith Invoice no 202311
1 lot of work @ 2.00
2 hrs of labour @ 20.
Total invoice : 22.00

Any Ideas?
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Jeremy

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Posted 6 months ago

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Luke, Employee

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Hi Jeremy,

Welcome to the Reckon Community!

I understand what you're trying to achieve but from what I have tested, it's all possible except for showing a total for each individual invoice.

Please see below what I've done:
1. Reports > Custom Transaction Detail Report
2. Modify Report
3. Columns > Item
4. Total by > Customer
5. Sort by > Num
6. Select the 'Filters' tab
7. Select the 'TransactionType' filter and from the drop-down menu select 'Tax Invoice'
8. Select the 'Paid Status' filter and from the radio buttons select 'Open'
9. Click OK

The report will then generate every open invoice with each individual line on the invoice, but it will total every invoice by the customer, instead of each invoice. I can't see a way for it to total for each invoice.

I hope this helps somewhat.

Luke.
Nice to see someone knows how to utilise the buit-in report writer!!!!!
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Jeremy

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Wonderful Luke. THANK YOU!