"Copy Bill" is in the Edit menu, but doesn't seem to do anything

Options
Jeff Parker
Jeff Parker Member Posts: 14
edited October 2022 in Reckon Accounts (Desktop)

I have a complicated Bill from a supplier that I'd like to copy to be the base for a new Bill from them.

The Ctrl+O option seems to be what I want, but nothing happens when it is pressed.

How do you make this work please?

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,460 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    Options

    Unfortunately, the "Copy ..." feature doesn't seem to work very well, however there are 2 better options:

    Set to auto-recall in your Preferences (located under the Edit dropdown menu):

    When you next enter a transaction from a Supplier, it will prefill as per your last saved entry. Note the auto-saved detail will obviously update each time you enter it.

    &/or:

    With the transaction open on screen, memorise it by selecting this "Memorise ..." option (also located under the Edit dropdown menu)

    You can then auto-enter it - exactly as it is now - at any time from the Memorised Transaction List. You can still edit the transaction accordingly when you enter it but your Memorised one will stay as it was when Memorised. You can also "Replace" the Memorised transaction it if you want to update it at any point.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Jeff Parker
    Jeff Parker Member Posts: 14
    Options

    Many thanks Shaz. I already have that recall setting set, but the bill I want to copy was before the latest one. Appreciate the tip about Memorising it and reusing - I'll keep that in mind for next time.

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,251 Personal Range Expert Personal Range Expert
    edited January 2022
    Options

    Do that bill again and then do what Shaz said and then delete the bill you just created.

    Gerry id 6376

    Gerhard Winter

    Ph. +61 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

This discussion has been closed.