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Status Already exists
Workspace Reckon Accounts Business
Categories Desktop & Hosted
Created by Guest
Created on Jul 23, 2021

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Ability to create a report for total sales over a certain amount

It would be great to be able to produce a report for sales over a certain dollar amount - total of an invoice not an individual item which is the only way it can be done now, but misses a lot of information. We are looking to capture all invoices over a certain dollar amount regardless of how many items are on an individual in invoice.

  • ADMIN RESPONSE
    Jul 24, 2021

    This is achieved by running a Transaction List by Customer Report


    Modify the report with these filters (example here uses invoices where the amount is greater than $10,000)


    Also keep an eye out for our new Analytics tool being launched later this year...
    https://www.reckon.com/au/financial-reporting-software/

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