Reckon Product Ideas

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Add a, 'Make a Copy' button to the transaction edit header options.

It would be helpful to have the option to duplicate/copy the a 'Receive money' transaction as a once-off template for a new transaction.

I recognise that for Invoices there is a workaround by using a Reccuring Invoice Template, and selecting 'copy invoice', or selecting the 'Copy to Invoice' option from an existing invoice. The drawback is (according to your Support Staff) once a template has been used, it can not be deleted. If we only need it once then we could end up with a very cluttered list of Templates.

The 'Copy' option is not currently available for Reccuring Payments.

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  • Oct 19 2019
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  • Admin
    Jason Hollis commented
    20 Oct, 2019 10:11pm

    Updated request to exclude invoices as 'Make a copy' of an invocie for a one-off transaction already exists.