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Announcement: September 2023
We are currently well underway building our next-gen user interfaces, starting with Payroll web and mobile (released), Invoices mobile (released) and soon, advanced Payroll, Reckon Mate enhancements, and Time web.
Where appropriate we'll add features from the Product Ideas Portal to both old and new interfaces, or, where new is replacing old, we'll add to the new range only.
Thank you for your patience - whilst we understand building new interfaces and products takes longer than adding a feature, we are certain the new designs will ultimately provide a better experience for all our customers.
When similar jobs are being done in mass being able to duplicate a quotation or invoice would save truckloads of time.
Jul 25, 2018
The ability to duplicate transactions already exists. The process is:
1. Create the form (Invoice, Estimate, Purchase Order etc...)
2. Right-click the form and select Memorise form name (in this case, Tax Invoice)
3. Select Don't Remind Me and give the memorised transaction a meaningful name. In this case we want to save a template for invoices to Mary
4. To create a new form (in this case, invoice) based on the template, go to Lists > Memorised Transaction List, find the template and double-click it (or highlight it, and click the Enter Transaction button).
** Make sure you change the date of the form.
If you don't want to save the template, a good practice is to memorise the form and give it a name like ***DELETE***. You then create the new form off the template however the *** means it will be the first memorised transaction in the list (if the list is sorted by name) and the DELETE name will remind you to delete the template (memorised transaction) once used.
The ability to copy or duplicate a purchase order is more beneficial to me than memorising a purchase order - I don't need all the extra "functionality" that memorising brings I just need a quick and dirty copy/duplicate purchase order
I use Reckon Hosted (it wasn't an option in the drop down menu) The ability to copy invoices would be such a time saver. I know that Reckon One has this capability, so please make it available in Reckon Hosted. I believe I would save hours each we...