RECKON ACCOUNTS PREMIER TEMPLATE- HOW TO ADD A TEXT FOR ON SCREEN INPUT NOT A DROP DOWN BOX

Tilley
Tilley Member Posts: 23

Hi community,

who ever set up our invoice template used the customer message box data field on our invoice. This is data field and every message is saved and cannot be deleted. The company have been using the message to make notes to customers and relate to each invoice as you can image so we have thousands of messages all never to be used again or deleted.

What we really need is a text box (Notes) that can be added to the screen in the template but I cant seem to do this , I can add other data to columns or header but these are drop data boxes with limited characters.

Does anyone know how to add a text box to the template to show on screen so I can type in it or to change the number of characters allowed in the template field boxes?

Thanks

in advance for any support

Comments

  • Rav
    Rav Administrator Posts: 12,169 Community Manager Community Manager
    edited June 23

    Hi @Tilley

    I've made a quick screen recording of adding a text box using the Layout Designer below which hopefully is what you need but let me know.

    (Click on it for a larger view)


  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 269 ✭✭✭

    Hi @Rav, I think what @Tilley wants to do is to be able to add a text field in the invoice form so that when they create a new invoice, they put a custom text (works similar to Customer Message) but is more flexible.

    @Tilley, there is no good way to do it, one common way to get around is that you can put the customer message as the last line in the invoice line, you don't have to select an item for the line, and just need to put whatever message you want the customer to see in the description line.

  • Rav
    Rav Administrator Posts: 12,169 Community Manager Community Manager

    Good call, thanks @PhuongDo! 😄

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 269 ✭✭✭

    Hi @Tilley again,

    There is another better option. But it only works if you only use either the billing or shipping address. If it is the case, then you can use the other address to enter your note to the customer. So the address box allows entering 5 lines, each can hold 41 characters maximum. If you only need one address box in the invoice, you can use the other for this purpose. Then, you can move that address box around in the template designer to be in the place you want.

    For example, if you don't use the Billing Address, you can enter the note here.


    And a sample output:


    I know it is not ideal, but just want to share another option :)

  • Tilley
    Tilley Member Posts: 23

    Thanks Guys, you were right Phuong, I need to see it on the screen and I couldn't see anyway to do that.

    Unfortunately we do use the delivery address.

    If I put the notes into the bottom of an item line wont it affect the GST reports? Might try a test out and run GST report and see.

    If it works great fix and I can add a text box notes near the bottom etc

    So many thanks Phuong and thanks for replying Rav

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 269 ✭✭✭

    No, it won't be included in any financial report

  • Acctd4
    Acctd4 Accredited Partner Posts: 1,811 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    @Tilley As it's invoice-specific, I think the simplest option for you would just be to manually type the relevant invoice note/text in the Description box:

    That way, it won't affect any other fields & you won't have to remember to delete what's been entered previously as would be the case if you use the Shipping Address box. This option also means you're also not limited with the number of characters as you can just keep typing & it will go onto the next line accordingly if lengthy 😊

    NOTE: No "Item" is being used here - Entering manual text in the description box only (without selecting an Item) means the other columns don't unnecessarily populate as they normally would when selecting an Item eg tax code & monetary fields

    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

    0422 886 003

    [email protected]

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    (NB: Please mark your post as Accepted Answer/Answered if I have been able to resolve your query as this helps others when seeking solutions!)
  • Tilley
    Tilley Member Posts: 23

    Thanks Shaz

    someone else suggested this and im using , but for replying. :-)😉