preference settings Reckon Hosted

John McGrathJohn McGrath Member Posts: 8
edited January 2019 in Accounts Hosted
Is there a way of setting up a default for all customers so that these details do not have to be filled in for each customer.
The fields in particular are on the Additional Info tab - Type - Terms - Rep - Preferred send form method - Tax code
90% of our customers have the same settings, so it would be handy to have all of this pre-filled with the ability to manually change the ones that are different (Export etc.)
Also to have the "Amounts include tax" check box on the invoice pre-checked.
Kind regards,
John.

Comments

  • Tanya BriggsTanya Briggs Member Posts: 81
    edited January 2019
    To have the Amounts include Tax ticked by default, go to the preferences for Tax and change the setting for Sales Figures to Gross.
  • John McGrathJohn McGrath Member Posts: 8
    edited January 2019
    Hi Tanya,

    Thank you. That was easy!

    Any idea about the other defaults?

    Kind regards,
    John.
  • Tanya BriggsTanya Briggs Member Posts: 81
    edited January 2019
    Hi John, I did have a look around trying to see if default settings for customers were possible, but I didn't find any information on that, sorry.
  • John McGrathJohn McGrath Member Posts: 8
    edited January 2019
    Thanks for looking Tanya. :o)
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