Accounts 2015 not remembering previously used invoice template

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  • Updated 4 years ago
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Accounts 2015 is not remembering previously used invoice template. It defaults to one of the Reckon ones and the one I use is the Customised Invoice. 

Seriously ... who could have been bothered to change the way THAT worked in this version?

Yet another useless mouse-click to deal with the "improvements".

How can I make it default to the one I want?
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Chris Mil

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Posted 5 years ago

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Graham Boast, Accredited Partner

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Hi Chris

Go to lists > Templates and make all the templates inactive except the one you use.

Graham Boast 0409317366
Reckon Accredited Consultant
graham@reckonhelp.com.au
http://reckonhelp.com.au/remotesuppor...
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Belinda Constable

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Thanks Chris - worked perfectly!
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Rachel

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Thanks Graham. This worked for me. 
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Peta Schiller

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Graham you are a gem!
I have had this problem for months and thought it was me doing something wrong.
Glad I did a search for this query on Reckon tonight :)


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Sally McIntosh, Accredited Consultant, Accredited Partner

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Hi Chris,

This has been reported as an issue.

Here is a link to what you need to do:

http://kb.reckon.com.au/issue_view.asp?ID=5259

Kind regards,

Sally McIntosh (Sally@samsolutions.com.au)

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Donna Pinnell

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I have already upgraded to Accounts 2015, so it's not possible to reopen 2014 to export any lists.
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Sally McIntosh, Accredited Consultant, Accredited Partner

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Hi Donna,
You would have taken a backup as part of the upgrade process.
You can contact either a Reckon Accredited Partner like myself:
http://home.reckon.com.au/support/Home/ReckonSupport/FindAReckonAccreditedPartner.aspx
Or you can contact Reckon for a copy of the 2014 software that you can install locally, download your backup and open the file.
Kind regards,
Sally McIntosh (Sally@samsolutions.com.au)
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Donna Pinnell

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Thanks Sally, but it's too late. I had to recreate them all first thing yesterday morning so we could do our days work.  It would have been better if we knew that the overwrite was going to be part of the upgrade to begin with and I would have done that as part of the upgrade on Friday night.
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Donna Pinnell

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Why has the format of every previous invoice I have done using the customised reckon invoice template now been changed to a packing slip, even where one was not used?

I could understand it if I had used the Delivery note template, but I didn't.
(Edited)
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Kathy Mackinlay

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I have a problem where my customised Remittance advice won't stay as the default one. I have even gone and made the original one inactive but it still shows as the default one. any help appreciated.
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Broni K Beerling

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yes us too having this issue :((((
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Ross Headifen

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Reckon say it will learn the preferred templates if you hit save and new rather than save and exit.  So we are tying this to see if it works.