Status
Planning to do
Workspace
Reckon One
Categories
Invoices & Bills
Created by
Guest
Created on
Jul 15, 2019
RELATED IDEAS
This idea has been merged into another idea. To comment or vote on this idea, please visit RKN1-I-142 Option to design own invoice, bill and pay slip templates.
Option to rename/copy Invoice Templates
Merged
In 'Hosted' I was able to create brand new templates. Usually a copy of the Default template then modified. I appreciate that Reckon One does not provide the Designer but It would be helpful to either be able to copy one of the existing templates (with their fixed layouts) and then rename it or be able to rename the existing templates.
Hi Gavin, we definitely want to add an invoice design tool (once we find one we are happy with - easier said than done) - this will solve your issue and is the best way forward we feel.
The comment above relates to Reckon Accounts not Reckon One. To answer - yes you can achieve this by ensuring the template is named so it is first in the list.
I have exactly the same "problem". I have customised a template, now it is saved as "Copy of: Reckon Service Invoice" and I always use that one, but I would prefer if it was the one coming up automatically, so I don't have to change it each time. Can that be done?