How can I save Invoices etc in PDF (to my computer) now that the option isn't available when you pre

TriciaTricia Member Posts: 1
edited March 2018 in Accounts Hosted
PDF Files

Comments

  • RavRav Administrator Posts: 9,894 Administrator
    edited January 2018
    Hi Tricia,
    There have been some changes now that the print process has been streamlined with yesterday's update - 
    Major Update to Reckon Accounts Hosted

    If you'd like to save the document use the Save as PDF option by going through File > Save as PDF

    You can then download the file to your computer from the Q drive using the Floating Toolbar
  • H JewellH Jewell Member Posts: 6
    edited March 2018
    This came to me instead. My only issue was with the server issue.
  • Greenacres AccountsGreenacres Accounts Member Posts: 3
    edited January 2018
    Or print to PDF from the print screen. A lot easier.
  • RavRav Administrator Posts: 9,894 Administrator
    edited January 2018
    Even better!
  • Glenda FlowersGlenda Flowers Member Posts: 3
    edited January 2018

    Hi  Can you please tell me how to save statements to pdf  I find sending email through Reckon Hosted often goes to my clients junk mail so I generally save them to my computer as a pdf and email through outlook

    Cheers

    Glenda

  • Greenacres AccountsGreenacres Accounts Member Posts: 3
    edited January 2018
    In the print screen, select save as PDF in the printer options. The default printer will be displayed, (brother, HP etc) select save as PDF. You can then save file to usual location.
  • Glenda FlowersGlenda Flowers Member Posts: 3
    edited January 2018
    I can not find this option for Statements only invoices and reports
  • Glenda FlowersGlenda Flowers Member Posts: 3
    edited January 2018
    I've just realised I can email the statement to myself and then save the file to my computer, seems a long way around.  The previous method was much easier.
  • Gareth from Just ValvesGareth from Just Valves Member Posts: 17
    edited January 2018

    We have looked through several pages of notes and re-read the instructions that came with the upgrade. We cannot locate where the save as PDF is on the Print options. Are we being just plain daft here? I am normally pretty computer literate, but for some reason, I cannot locate this at all. HELP!!!

    Has anyone else noticed that the print option has changed the layout of the overall page? it is now cutting out the very bottom of the page.

  • Dave OneSpeed BrittDave OneSpeed Britt Member Posts: 2
    edited January 2018
    I agree that saving invoices to pdf is a bit more cumbersome than the previous version. What we have gained in direct printing simplicity we have lost with pdf functionality. I found the previous solution a good compromise.
    Also, I find that my logo does not print as well on invoices under the new version. There is some background shading around the logo that was not there before.
  • Gareth from Just ValvesGareth from Just Valves Member Posts: 17
    edited January 2018

    Rav,


    can you please review our comment at the bottom of the list here mate?

  • WendyWendy Member Posts: 3
    edited February 2018
    Hi Gareth You may have sorted this out by now but do you have a multiprinter (printer scanner in 1)? When you print the invoice you can choose to print it to the scanner, in my case Paperport, then it will save a PDF to the file you scan to. Good luck
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