Trial version restrictions?

Peter_10381517
Peter_10381517 Member Posts: 1
edited January 2020 in Reckon One
I have a Reckon One trial version.  I cannot seem to load content onto the invoice template.  No company details or logo.  Are there restrictions because this is a trial version?

Comments

  • Jon_7579451
    Jon_7579451 Alumni Posts: 43
    edited January 2020
    Hi Peter

    There should be no invoice template restrictions while trailing Reckon One.

    To customise a template, go to Administration > Settings > Day to Day > Money in > Invoices > Manage templates

    If you need to enter company details to show on an invoice, go to Administration > Settings > Books settings

    Then complete relevant details on the bottom half of the screen. Note that there are 4 tabs of info that you may choose to fill in.

    Let us know if we can help with anything else.

    Jon
    Reckon UK