Available Reckon Accounts Letter Fields for Reckon Accounts Letter Templates

About
List of Tags available

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

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.

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»	-

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