Company Logo in body of email

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bromleysteel
bromleysteel Member Posts: 2 ✭
in Accounts Hosted

I'm New to Accounts Hosted having used Quickbooks for years. I want to make the email more professional looking when sending from Accounts Hosted. i.e. I want to include my company logo, cell phone details etc into the body of the email (not the attachment). How do I do it. Looks very untidy presently.

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  • Rav
    Rav Administrator, Reckon Staff Posts: 15,392 Community Manager Community Manager
    edited September 2021
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    You can customise your templates to include additional elements such as logos, company details, phone numbers etc

    To add a logo image you'll need to upload it your Hosted Q drive first using the Floating Toolbar and then select the 'Use Logo' option and select the image from its saved location on the Q drive. (Screenshot example below).

    image.png


    Reckon Logo - Signature.png


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  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 314 ✭✭✭
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    Hi @Rav , I believe @bromleysteel  wants to include custom info in the email itself, not the exported PDF.

    @bromleysteel, I don't think it is possible to do so at the moment.


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au

    https://free.beanwiz.com.au/
    https://www.youtube.com/watch?v=O61SfV2bte8


  • Rav
    Rav Administrator, Reckon Staff Posts: 15,392 Community Manager Community Manager
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    Apologies, yes you're right @PhuongDo.

    Reckon Logo - Signature.png


    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • Charley
    Charley Member Posts: 542 ✭✭✭
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    What about preferences "send forms". I know you can amend the email for Invoices, I don't know about the logo but if 7ou can amend then surely you can do more and upload the logo as Ravi suggests and then post it into the email in preferences

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