Table of Contents

Available Reckon Accounts Letter Fields for Reckon Accounts Letter Templates

Do not copy these tags, as they will not function correctly and will only become plain text. If you need to use them, please use the Letter Template file.

About

When creating or editing a letter template, Microsoft Word opens with the Reckon Accounts Custom Toolbars visible from the Add-ins menu. The toolbar shows possible data fields based on the letter type. These fields will be replaced with Reckon Accounts data in the final letter.


List of Tags available

Company Information

Available for all name, transaction, and letter types.

Add-in

Tags

Reckon Accounts Fields

My Company Name

«MyCompanyName»

Company Name

My Legal Company Name

«MyCompanyLegalName»

Legal Name

My Company's Full Address 

«MyCompanyAddrBlock»

Address

My Company's Phone Number

«MyCompanyPhoneNumber»

Phone #

My Company's Fax Number

«MyCompanyFaxNumber»

Fax #

My Company's Email Address

«MyCompanyEMailAddress»

Email

My Company's Website Address

«MyCompanyWebsiteAddress»

Web Site

My Company TaxlD

«MyCompanyTaxID»

Tax Rego ID

Letter Author's Name

«Signature»

-

Letter Author's Title

«Title»

-

Date Letter was Created

«LetterDate»

-


Customer Details

Available for Customer Names only.

Add-in

Tags

Reckon Accounts Fields

Customer Name

«CustomerName»

Customer Name

Job Name

«JobName»

Job Name

Company Name

«NameOfCompany»

Company Name

Mr./Ms./…

«MrMsMrs»

Mr./Ms./…

First Name

«FirstName»

First Name

Middle Initial

«MI»

M.I.

Last Name

«LastName»

Last Name

Full Address

«AddrBlock»

Bill To Address

Full Ship To Address

«ShipToAddrBlock»

Ship To Address

Phone Number

«Phone1»

Phone

Alternate Phone Number

«Phone2»

Alt. Phone

FAX Number

«FAX» 

FAX

Contact's Name

«Contact»

Contact

Alternate Contact's Name

«AltContact»

Alt. Contact

Email Address

«EmailAddress»

Email

Account

«Account»

Account No.

Type

«Type»

Type

Terms

«Terms»

Terms

Rep. Name

«RepName»

Rep

Resale Number

«ResaleNum»

Tax Reg. ID

Credit Limit

«CreditLimit»

Credit Limit

Customer Open Balance

«CustomerOpenBalance»

Current Balance

Job Open Balance

«JobOpenBalance»

Current Balance

Job Description

«JobDescription»

Job Description

Job Type

«JobType»

Job Type

Job Status

«JobStatus»

Job Status

Job Start Date

«JobStartDate»

Start Date

Job Projected End Date

«JobProjEndDate»

Projected End Date

Job End Date

«JobEndDate»

End Date


Collection Information

Only available for Collection letter types for Customers.

Add-in

Tags

Range(days) of Overdue Invoices

«OverdueRange»

Number of Overdue Invoices

«OverdueInvCount»

Balance of Overdue Invoices

«OverdueInvTotal»

List of Overdue Invoices

«OverdueInvoices»

List of Overdue Invoices with Border

«OverdueInvoicesBordered»


Invoice Information

Only available for Invoice letter types for Customers.

Add-in

Tags

Reckon Accounts Field

Invoice Job Name

«InvoiceJob»

Invoice Job Name

Invoice Number

«InvoiceNumber»

Invoice Number

Invoice Date

«InvoiceDate»

Invoice Date

Invoice Due Date

«InvoiceDueDate»

Invoice Due Date

Invoice Amount

«InvoiceAmount»

Invoice Amount

Invoice Balance

«InvoiceBalance»

Invoice Balance

Invoice Tax Rate

«InvoiceTaxRate»

Invoice Tax Rate

Invoice Tax Amount

«InvoiceTaxAmount»

Invoice Tax Amount

Invoice Details 

«InvoiceDetails»

Invoice Details

Invoice Details with Border

«InvoiceDetailsBordered»

-


Estimate Transaction Details

Only available for Estimate letter types for Customers.

Add-in

Tags

Reckon Accounts Field

Estimate Job Name

«EstimateJob»

Estimate Job Name

Estimate Number

«EstimateNumber»

Estimate Number

Estimate Date

«EstimateDate»

Estimate Date

Estimate Due Date

«EstimateDueDate»

Estimate Due Date

Estimate Amount

«EstimateAmount»

Estimate Amount

Estimate Balance

«EstimateBalance»

Estimate Balance

Estimate Tax Rate

«EstimateTaxRate»

Estimate Tax Rate

Estimate Tax Amount

«EstimateTaxAmount»

Estimate Tax Amount

Estimate Details

«EstimateDetails»

Estimate Details

Estimate Details with Border

«EstimateDetailsBordered»

-


Supplier Details

Available for Supplier Names only.

Add-in

Tags

Reckon Accounts Field

Supplier Name

«SupplierName»

Supplier Name

Company Name

«NameOfCompany»

Company Name

Mr./Ms./…

«MrMsMrs»

Mr./Ms./…

First Name

«FirstName»

First Name

Middle Initial

«MI»

M.I.

Last Name

«LastName»

Last Name

Name Printed on Cheque

«CheckName»

Print on Cheque as

Full Address

«AddrBlock»

Address

Phone Number

«Phone1»

Phone

Alternate Phone Number

«Phone2»

Alt. Phone

FAX Number

«FAX»

FAX

Contact's Name

«Contact»

Contact

Alternate Contact's Name

«AltContact»

Alt. Contact

Email Address

«EmailAddress»

Email

Account

«Account»

Account No.

Type

«Type»

Type

Terms

«Terms»

Terms

Tax ID

«TaxID»

Tax Reg. ID

Credit Limit

«CreditLimit»

Credit Limit

Open Balance

«VendorOpenBalance»

Current Balance


Employee Details

Available for Employee Names only.

Add-in

Tags

Reckon Accounts Field

Mr./Ms./…

«MrMsMrs»

-

First Name

«FirstName»

First Name

Middle Initial

«MI»

M.I.

Last Name

«LastName»

Last Name

Name Printed on Cheque

«CheckName»

-

Full Address

«AddrBlock»

Home Address

Phone Number

«Phone1»

Phone

Alternate Phone Number

«Phone2»

Alt. Phone

Tax No.

«SSN»

Employee Tax Reference Number

Hire Date

«HireDate»

Hire Date

Personal Leave Available

«SickAvail»

Personal > Hours available as of xx/xx/xxxx

Holiday Leave Available

«VacationAvail»

Holiday > Hours available as of xx/xx/xxxx

Annual Salary

«Salary»

Earnings > Item Name

Hourly Pay

«HourlyPay»

Earnings > Item Name

Date of Birth

«BirthDate»

Date of Birth

Left Date

«LeftDate»

Release Date

Bank Account Name

«BankName»

Account 1 > Account Name

Bank Account Number

«BankCode»

Account 1 > Account No.

Bank Name

«BankAccountName»

Account 1 > Bank Name

Bank Branch Code

«BankAccountNumber»

Account 1 > Branch Code

Bank-2 Account Name

«Bank2Name»

Account 2 > Account Name

Bank-2 Account Number

«Bank2Code»

Account 2 > Account No.

Bank-2 Name

«Bank2AccountName»

Account 2 > Bank Name

Bank-2 Branch Code

«Bank2AccountNumber»

Account 2 > Branch Code

Bank-3 Account Name

«Bank3Name»

Account 3 > Account Name

Bank-3 Account Number

«Bank3Code»

Account 3 > Account No.

Bank-3 Name

«Bank3AccountName»

Account 3 > Bank Name

Bank-3 Branch Code

«Bank3AccountNumber»

Account 3 > Branch Code

Employment Status

«EmploymentStatus»

Type

Weekly Hours

«WeeklyHours»

Weekly Hours

Employee Status

«c1EmployeeStatus»

-

Position

«c2Position»

Title

Level

«c3Level»

-

Report To

«c4ReportsTo»

Reports To

Department

«c5Department»

Department


Other Names Details

Available for Other Names only.

Add-in

Tags

Reckon Accounts Field

Name

«OtherNames»

Name

Company Name

«NameOfCompany»

Company Name

Mr./Ms./…

«MrMsMrs»

Mr./Ms./…

First Name

«FirstName»

First Name

Middle Initial

«MI»

M.I.

Last Name

«LastName»

Last Name

Full Address

«AddrBlock»

Address

Phone Number

«Phone1»

Phone

Alternate Phone Number

«Phone2»

Alt. Ph.

FAX Number

«FAX»

FAX

Contact's Name

«Contact»

Contact

Alternate Contact's Name

«AltContact»

Alt. Contact

Email Address

«EmailAddress»

Email

Account

«Account»

Account No.



How did we do?

Font size is too small and not clear in Reckon Accounts

How to Verify Data and Rebuild Data in the Reckon Accounts Business Range (Desktop)

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