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Template import

Peter Lawrie

Moving from reckon accounts hosted currently has many manual repetitive procedures. One is the redoing the templates for po, estimates and invoicing. Having multiple templates depending on client and suppliers means moving reckon one field that is not possible or faces challenges. By export/import tool for templates, the process will be an easier process and another reason for encouraging reckon accounts hosted to move over

Status: 🗳️ Open for Voting in Reckon One

Comments

Sloan

Yes, this was one of the more annoying aspects of our migration. It would be better if we could just transfer our existing templates.

Michelle_FMT

This is a valid consideration, as it is time consuming to set up templates, for those already migrating and those that will be forced in 2027 to migrate to Reckon One.

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