Timesheets, one customer, multiple jobs import to one invoice, with one line per job

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I'm using Reckon Accounts hosted. I usually have timesheets that need to be recorded with multiple jobs per customer. I then need to bill to that customer, with one invoice, one line per job. So Person A will record their timesheet, one customer, job A, job B etc. I then need to create an invoice that has one line for job A hours, one for job B hours etc.

When I create an invoice for the customer, I can't see the hours to import unless I've selected the invoice as one of the jobs. I want to be able to add all the jobs for one customer. I can select as one job, import the hours, add a description, then change the invoice to the next job, import the hours etc. But this is not efficient at all. Is there a way to have them all imported, with one line per job, using the job as the line description?

Invoice one customer
Job A   x hours   $xx
Job B   x hours   $xx
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Janine

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Posted 5 months ago

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So did you want to Reckon Hosted to perform these activities I doubt if this function is available .
It has to be add on app.
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Janine

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Reckon has timesheets, time import to invoices, multiple jobs that can be recorded against per customer in timesheets, it just needs that extra link to import the way I want.

Chandra, does your add on do this?
Janine,  call me to discuss ,please  we don't discuss our methodology in public forums
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Janine

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Does anyone know if this can be done with the standard Reckon Accounts software?
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John G, Information Support Analyst

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Hi janine,

Just to confirm that Reckon Accounts treats a Customer and Customer:Job as separate entities for transactions; they a grouped at the accounts level so you can see balances for the individual Customer:Jobs and for the total Customer.  

regards,
John.