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Ability to select a default Template for emailing Remittance Advices

Ability to select a default Template for emailing Remittance Advices
over 7 years ago in Reckon Accounts Business / Desktop & Hosted 0 Implemented

Ability to attach a default template to customers in recurring invoices

Currently with recurring invoices one has to name the recurring invoice and setup the invoice individually for each customer. It would be good to have a template we could setup with standard details and then attach that to the customer instead of ...
over 4 years ago in Reckon One / Invoices & Bills 1 New idea

Ability to select a default Template for emailing Payslips

Ability to select a default Template for emailing Payslips
over 7 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Ability to add a default Class to a customers/suppliers

Similar to the request for adding a default template for a customer, it would be good to be able to add a default Class and have it operate in the same way that the Default Tax code does for customers & suppliers!
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea
6 MERGED

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 ...
almost 5 years ago in Reckon One / Invoices & Bills 3 Planning to do

Allow user to default a different invoice template for Foreign Currency debtors to that used by the Home Currency - or even all customer can have a default template selected

Client always has to switch between different templates - we should be able to say - this customer uses this specific template
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Improve the Default Templates

Improve the Default Templates so more businesses can use them 'out of the box' rather than having to do major changes
almost 7 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Bug report - inactive "supplier remittance advice" is not inactive.

I can make the default "supplier remittance advice" inactive on the templates list but that does not make it inactive.I'd like to be able to make it actually inactive.
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 In development

Memorise Template Selection

Memorise selection of all templates including payslip template etc. Edit Preferences Send Forms should be able to select a default template to use similar to default text.
over 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Re-organise Filter labels so that Book is always on top

With each Default Template, it would be good if the default filters were rearranged to have the Book Name filter at the top
over 1 year ago in Reckon Insights / Visualisation 0 New idea