AR Invoice Layout

MutkinCare

Hi

Wanting to know if its possible to change the default settings for AP invoicing?

Basically I want to know if I can change the layout to link to our account list instead of an 'Item'

Thanks.

Georgia

Acctd4

Hi Georgia

Are you referring to entering Bills ? Unfortunately, the window layout itself - eg the Expenses & Items tabs - is fixed once you have used the Items tab once in a transaction.

However, you can enable auto recall to prefill - Upon entering a Supplier name, this option will prefill the Bill automatically, based on your last previous Bill entry for that Supplier. You can then just edit the applicable variables - date, amount(s), accounts(s), Memo(s) etc each time.

To enable this ...

• Click on Edit (along top toolbar) > Preferences
• Click on General in the LHS Category list
• On the My Preferences tab, tick the checkbox under Automatically recall information & select the first (Automatically recall ...) option.
• Click OK to save your changes

Is this what you were wanting ?

MutkinCare

https://community.reckon.com/discussion/comment/20625340#Comment_20625340

Hi, apologies. I am referring to receivables.

Acctd4

Ah, you mean A”R” invoices 😁

Because sales forms need an “Item”, you should have your Items set up so that are linked to the appropriate Sales account (in the Account field)

Can you post a screenshot/snip of the Item window of one of your applicable Items as it sounds like you’ve not got them linked correctly? 🤔