I want to set a different template to a different accounts receivable

Jennene KellyJennene Kelly Member Posts: 2
edited September 2019 in Accounts Hosted
I am using the hosted Australia version now and I have one little task that has become annoying.
I have two accounts receivables - one for NZ and one for Australia. 
I therefore have two templates - one with NZ bank account details and one with my AU bank account details.

If I create NZ invoices and then change to create a new invoice in say my AU account the template doesn't change to Australia. So all my Aussie invoices end up with my NZ bank account details.

[This doesn't happen with memorised invoices if I flick between the two] 

Is there a way of setting templates to a particular accounts receivable?

Many thanks for anyone's wisdom here


  • Acctd4Acctd4 Accredited Partner Posts: 890 ✭✭✭
    edited September 2019

    Unfortunately not JK. 
    The best workaround is as you've mentioned - to generate your AU ones via an AU Inv Memorised Transaction, then switch to your NZ Memorised one & generate those or vice versa. 

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Partner (AP) Bookkeeper * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]


  • Jennene KellyJennene Kelly Member Posts: 2
    edited October 2018
    Thanks for the confirmation.
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