Can I edit Customer Statements

scouts_julian
scouts_julian Member Posts: 2 Novice Member Novice Member
in Reckon One

Can I edit Customer Statements - I don't like the current layout.

I want to list individual line items in the current statement - How can I change this

Plus I don't need the cut off slip at the bottom.

Chrs

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,067 Reckon Community Manager Community Manager

    Hi @scouts_julian

    Unfortunately there isn't a great deal of customisability when it comes to Customer Statements at this stage.

    If you head into Settings ➡️ Statements ➡️ Manage Templates, you'll be able to add some additional detail such as Payment Details and a custom logo to the statements.

    Its something on our product team's radar though as it needs some improvement.

  • Chris_10116524
    Chris_10116524 Member Posts: 6 Reckoner Reckoner

    I would like to see he "please send a remittence " tear off section be able to be removed

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,067 Reckon Community Manager Community Manager

    Hi @Chris_10116524

    I'd recommend adding a vote to the existing feature request for this HERE by clicking the vote button on that idea. You can also add some details of your use case.

    Our product team review ideas that are highly voted by members for potential inclusion into their roadmap.

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