rossco

rossco
rossco Member Posts: 3 Novice Member Novice Member

I decided to change the layout of my invoice template but when I clicked on the Properties tab in Layout Designer to change the colour of the column tabs, I found that I no longer have the Rounded Corners section, the Colour button, Pattern section or the option to change the thickness of the borders. I only have the 4 border options - left, right, top, bottom check boxes. How can I get those options? Also, when I clicked on one of the tabs in my existing invoice, the colour I had disappeared and I can't get it back. Finally, how can I move the individual columns in an invoice. Everytime I click on the column all of the columns move as one. I've just attached a copy of the Reckon Service invoice so that I could open the Layout Designer to show the Properties section.

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Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,209 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Hi Rossco

    Which version of Reckon Accounts are you using (Accounting, Plus, Premier or Enterprise) ?

    I believe the basic Accounting version has limitations for template customisation 😬

  • rossco
    rossco Member Posts: 3 Novice Member Novice Member

    Reckon Accounts Plus 2022.

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,209 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Hi Rossco


    That would be why then - You must have been using a higher version previously. It's not possible to "downgrade" a file though so did you start a new Company File instead, when you got the Plus version ?

  • rossco
    rossco Member Posts: 3 Novice Member Novice Member

    Thank you so much for your reply. I didn't realise at the time when I got this version that it would not have have those options. It also doesn't have the option of saving invoices as a .pdf which I can overcome by emailing it to myself, save it as a .pdf and then forward that file to our client. I had been using Reckon Accounts 2017 before it became redundant & I'm guessing it was the premier version. I suppose I am now left with two choices - either put up with what I have or bite the bullet and upgrade to the premier version but I would like to thank you so much for your quick response to my dilemna & your help.

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,209 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited December 2022

    You’re very welcome Rossco.

    Did you start a new company file from scratch in this new Plus version or are you still using your original file ?

    If you’re using the same file, you wouldn’t have been able to open or restore it it in a lower version as the file wouldn’t have been compatible 🤔