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Why does the customer fail to populate on some of my statements when printed (not all)?

Lynette Valinoti

Hi, I'm new to Reckon and was wondering why after I've printed my statements that some of them are not showing the customer name (blank). How do I fix this please. Im's using ReckonAccounts Premier: Professional Services Edition 2013.

Comments

Mirko

Hey Lynette, welcome to the Community. Have a look in the Customer setup. Open up the details input for one of the ones that are showing fine and also for the one that isn't displaying the name. If there is no difference in the customer details that have been input, please take a screenshot to post up here and let me know. I'll have someone look into this for you. Cheers.

Sally McIntosh, Accredited Consultant

Hi Lynette,

In addition to checking the customer details to make sure first name and last name are entered, you also need to go into your preferences, edit drop down menu > preferences > Send forms > company preferences > change the drop down statements > check the 2 fields for to/dear and first/etc. to see what is selected.

I hope this helps.

Kind regards,

Sally McIntosh (sally@samsolutions.com.au)

Kevin V. Russell

Have you modified the statement template to remove that detail? Try creating the statement form anew.