Bill due date automatically populates to "due 20th of month following"

Idea closed. Customer emailed with details on how to set up correctly.

Hi Libby. I am very sorry however you cannot reply to the ideas portal email as it will post your comments, and once I delete them they are gone. For privacy I have now deleted so therefore could you please resend that email to customerservice@reckon.com , Attn Jason Hollis, and also include the images you sent as they have also been deleted.

nb. We have also had complaints from ideas channel subscribers around Reckon customers using this as a help site, so emailing direct is again the best outcome. Or indeed, feel free to post on the Reckon Community: https://community.reckon.com/reckon

Many thanks,

Jason

Hi Libby. I have not. Can you please tell me the email address you used?

Hi Jason,

I emailed you on 21 July to further our conversation about the issues below - just wondering if you had received it?

Thanks,

Libby

Hi Libby. I can't replicate the issue you are having as 6/3 bill date for me goes to 20/4 due date.

Please make sure you have entered the DATE DRIVEN values exactly as I have in the previous example.

As for the naming convention, the date driven values I entered is for the 20th of next month, so yes please feel free to change my name (yours is better anyway :) ) - in other words the name has no bearing on the date.

Hi Jason,

Further to our emails below, I have changed one of our suppliers as per your recommendation below, but when I processed the bill, it populated with the 20th of the same month. I noticed that your wording is slightly different mine says ���20th month following��� (see pic below) where yours says "20 days next month". Is there any way to change it so it populates for 20th of next month?

Thanks, Libby

Hi Libby. You can use the same term for bills and invoices. So it populates every time you just need to apply it to the supplier record. I tested with Bills yesterday and it worked as expected.

** This setting overrides the global preference.

Hi Jason, thanks for your reply. Is the option you recommended for when we create invoices for customers? Sorry I should have stated, but it would be good to have an option for when I enter a supplier bill that we have to pay: when I add the supplier invoice date, it auto-populates the due date for xx days. Is it possible to create an option such as you suggested below, but for invoices we have to pay? Thanks

Hi Libby. Can you try this configuration and see if it is suitable for you.