Sales Order Template and Invoice templates

OZFLEX
OZFLEX Member Posts: 31
edited October 2021 in Reckon Accounts (Desktop)

How can I get Reckon to open the Sales Order to the template I have created. The system keeps opening the Reckon system template and I am unable to delete or inactivate the Reckon template.

Also when I select "create invoice" from the Sales Order screen it goes to the Reckon system template again, which I cannot inactivate. I have an invoice template which I use but the Sales Order to Invoice does not select my active template.

Help is appreciated

Comments

  • Rav
    Rav Administrator Posts: 12,592 Community Manager Community Manager

    Which Reckon software are you using?

    This discussion has been created under the Payroll Premier product category however this product doesn't do invoices, sales orders etc and is purely for payroll only.

  • OZFLEX
    OZFLEX Member Posts: 31

    We are using Reckon Premier. It's not a huge problem because we can select the template during the process, I just wanted it to automatically go to our template we use

  • ReckonDataRecovery
    ReckonDataRecovery Reckon Staff Posts: 75 Reckon Staff

    If you have multiple Sales Order templates:

    1. Consider renaming the templates in alphabetical order or putting a number at the start of the template name to give them a sequential order and make the one that you want to be the default be the first one.
    2. Make any Sales Order template that you do not use, inactive
  • OZFLEX
    OZFLEX Member Posts: 31

    It is defaulting to the Reckon system templates both for the Sales Order and the cut over to an Invoice, which you cannot delete or rename.

    When I open the Sales Order it defaults to the Reckon template which I change to our customised, but when I convert to invoice it also defaults to the Reckon system template. If I open invoice directly it shows our customised version so its only the Sales Order and transition to invoice thats causing the head ache,

    The screen print shows my template at AAA Sales Order but the default is Sales Order with Rep


  • ReckonDataRecovery
    ReckonDataRecovery Reckon Staff Posts: 75 Reckon Staff

    Do you use the Reckon system templates?

    If not, then make them inactive.

    Since the system templates cannot be renamed, then consider making all of the ones you do not use inactive (OR make all the system templates inactive).

    You can always make a COPY of the system template as the basis for creating your own user-defined and customised templates which you can rename as needed.

  • OZFLEX
    OZFLEX Member Posts: 31

    I think I have fixed it so as our template is the default when I open Sales Order. Although I cannot make a Reckon template inactive or change or delete it, I did make a copy as per screen instruction below and made the copy inactive. Does not make much sense but it worked. I'll see what the Sales Order to Invoice happens.

    Thanks so much for your input, strange how systems work sometimes but I appreciate your attention


  • Acctd4
    Acctd4 Accredited Partner Posts: 1,912 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited October 2021

    As you’ve now determined …. To use a custom template, you need to copy (from Reckon’s default) or create, a custom one first, then you can rename/reorder them accordingly 😊

    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]

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • OZFLEX
    OZFLEX Member Posts: 31

    thanks.....I am new to this company and have inherited the templates but with the knowledge you have imparted to me I will create any new documents from the existing Reckon

    thanks again

  • Acctd4
    Acctd4 Accredited Partner Posts: 1,912 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    TIP: Once you have created & customised a template exactly how you want it, you can “Duplicate” that form’s layout for any other templates! Eg If you’ve created your own custom invoice template with logos etc, you can duplicate this for your Estimates, Sales Orders, Purchase Orders etc & just tweak them further accordingly 😊

    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]

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • ReckonDataRecovery
    ReckonDataRecovery Reckon Staff Posts: 75 Reckon Staff

    Glad to hear you have now resolved the issue.