Hello, I am trying to setup one company in Reckon with 2 branches. each branch trades under a different Brand and logo and address. but the parent company and Tax/bank details are the same.
I am using Classes for splitting invoices, Bills, and expenses already.
While I have created 2 different invoice templates and this will work well. However after creating 2 different statements to show the different branch identities. how do I use them??
How do I use them without manually having to do 2 statement runs and unselect the clients using the wrong template which would slow down the statement process considerably?
Is there a way to link a customer with a branch identity or statement template automatically?
When it comes to sending out statements how can I tell Reckon to use statement template 1 for branch 1 and statement template 2 for branch 2 without doing it manually? or 2 statement runs and having to unselect the statements I don't want in each batch run.
I am guessing I have to use the "Customers of Type" option on the statement screen and make sure each branch is linked to each customer? is this the only way?
