Credit Adjustment Notes

AccountsGHRE
AccountsGHRE Member Posts: 3 Novice Member Novice Member
in Reckon One

How do I personalise the template for Credit Adjustment Note? There is mention online to add logo etc, but I can't find how to personalise the template. I can find how to select between the two default templates and am happy to use one of those, just need to tweak it and add a logo. TIA

Answers

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 565 Reckon Staff Reckon Staff

    Hi @AccountsGHRE

    You can manage template by following the steps mentioned below -

    • Login to Reckon One book
    • Click on the cog wheel and go to Settings
    • In Day to Day - select Money in and Customer Adjustment Notes
    • Click on Manage templates

    Screenshot for your reference -

    image.png

    Once you click on Manage template, you will then have the following options to choose and manage from as attached below -

    image.png

    I hope this helps. Please let us know, if any concerns/issues. Thank you!

    Regards

    Tanvi

    Tanvi.png
  • AccountsGHRE
    AccountsGHRE Member Posts: 3 Novice Member Novice Member

    This is a great help - thank you kindly!

Categories