Changes to Item Description of a billable expense on a bill not reflected on the invoice

Legacy KB ID: 4744

Question

I changed the description of an item when I created a bill, and I made this bill billable to a customer.  When I include the billable item in an invoice the description is still the original description and not the changed description.  Why?

Answer

Reckon Accounts will populate the description fields in the item setup into documents, so that the Purchase description is populated to bills and Sale description populated to invoices.  This arrangement holds when an item is made billable – the information in the item setup is displayed and not the changed Item Description of the bill. 

 

Workaround

1.    Change the Item Description on the Invoice after billable expenses have been applied;

2.    If Item Descriptions are to be changed regularly, then leave the Description on Sales Transactions in the Item setup blank.

 


Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/reckonaccounts

Or Log a Support Ticket: https://www.reckon.com/au/support/

How did we do?

Entering a Yellow Pages bill with first installment amount and full tax amount in QuickBooks

Cannot select the correct Customer:Job to make a Bill billable

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