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Status New idea
Workspace Reckon Accounts Business
Categories Desktop & Hosted
Created by Guest
Created on Mar 2, 2018

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Template allocation for Customers

It would be a great idea to be able to allocate preferred template to each client in client set up.  
Eg I do have some clients who want to see what class is allocated to transactions in bills, whilst others don't.

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  • Guest
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    |     Jul 17, 2022

    Couldn't you use a custom field in additional customer info to achieve this?

    Then you could amend your templates so that the custom field only shows onscreen and not the printed document.

    When you create an invoice the preferred template would show in the custom field, you then change the invoice to use that preferred template.