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

Legacy KB ID: 4553

Question

Why don’t I get a dropdown menu to select the correct Customer:Job when I make a Bill billable? Another Customer:Job with a similar name appears. 

Answer

You will experience this problem if:

·         You have a number of Jobs under a Customer that start with the same letter – e.g.: Cust: A101, Cust: A102, etc.;

·         The first Job of this sequence is inactive; and

·         You type the Customer:Job name. 

Reckon Accounts will enter the first active Job of this sequence into the Customer:Job field.

If you delete this name you will not have an opportunity to select or enter another name.

 

Workaround

Cancel this bill.

Make the first Customer:Job in that number sequence Active.

Create a new bill and you will be able to start typing the Customer:Job name and you will see the full list of active Customer:Jobs for that number sequence.  Select the required Customer:Job. 

Additional Note;

If you have a Customer as a number, and this Customer is made inactive, you will experience this problem with Customer:Jobs beginning with the same numbers.  Your solution is to make that Customer active.   


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/

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