Accounts hosted: customise invoice options

Alicia Anderson · January 2020

I know how to customise my invoices but I feel like I'm limited to how the invoice looks. I'd like it to look like what I'm seeing coming from Reckon One. Something a bit more modern. All I can do is a table or no table, change the font, colour and add a logo. Can I import a different style of template into Hosted? Thanks for your help

Sheryl_10313093 · January 2020

unfortunately, as it has been explained to me, no. I am interested if you receive any different info.

Datarec_ReckonLtd · January 2020

Reckon One has a few invoice template layouts

Image httpsd2r1vs3d9006apcloudfrontnets3_images1823215RackMultipart20200131-14615-1uxxxgt-Reckon_One_Invoice_layout_example_inlinePNG1580434585

The Reckon Accounts Hosted platform has a Layout Designer which is much more powerful and flexible than what is currently available for Reckon One. It can do more than just change fonts, colours and add logos.

The Layout Designer allows for customisation of the invoice with movable data field and labels.

You can only import a template style that has been created using the Reckon Accounts software.

For more information:

Click on the Help menu
Select Reckon Accounts Help
In the Index, use the keywords "customising forms" or In the Search tab, use the keywords "Layout Designer"

To edit a template:

Click on the Lists menu
Select Templates
Use the mouse right-click on a specific template to bring up the context menu, then select Edit Template

Click on the Additional Customisation or the Layout Designer buttons.

There you can make changes to the existing template styles and make it look similar to the Reckon One layout if you prefer by rearranging the data fields and removing borders and changing fonts and alignments.

Image httpsd2r1vs3d9006apcloudfrontnets3_images1823216RackMultipart20200131-93640-mi6vkq-Hosted_Layout_Designer_inlinePNG1580434689

Regards,

Data Recovery Team

Alicia Anderson · January 2020

Thanks for that. Are you saying that I can import a Reckon One invoice template into Accounts Hosted? If so how do I do that? I only have Hosted not Reckon One

Eric Murphy · January 2020

No you can't do that.

Acctd4 · January 2020

Hi Alicia

Reckon One has very limited edit-ability for customisation, unlike Reckon Accounts/Hosted!

In RA/RAH, you can create & modify a template to look however you want it to, including exactly like that Reckon One example!

Even better, once you’ve got your template how you want it, you can use it as a default layout to create other forms too!!!! (eg POs, Remittances etc)

Here is a snippet from the Help section on customisation options:

In the Basic and Additional Customisation window, customise the template:

? Change the invoice title, including the font that's used, and then move it to a different place on the form

? Rename the date, invoice number, bill to, and ship to fields

? Prevent $0.00 from printing on progress invoices

? Add your company logo to the printed or emailed invoice and move it to a different spot on the invoice

? Add or change how your company name and contact information appear on the invoice

? Add or remove fields and columns on the invoice, for example add a "barcode" column to your invoice so you can use scanner to simply scan an item into the invoice to speed up key data entry.

? Print the customer balance on invoices

? Rename a field or column

? Change the order of the columns on the invoice

? Change the font that's used for different fields

? Add or remove the status stamp (Paid, Pending, Received, etc.)

? Add special sections to the invoice, such as warranty information, legal disclaimers, notes to customers, or contractual details

? Add a remittance tear-off section or special instructions

? Add lines and borders around different fields on the invoice

? Align quantities on the printed invoice

? Add page numbers to the printed invoice

? Change the printer settings that are used when you print the invoice

Shaz Hughes Dip(Fin) ACQ NSW, MICB

Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

Accounted 4 Bookkeeping Services

Ballajura, WA

0422 886 003

shazinoz2@bigpond.com

www.accounted4bs.com

Datarec_ReckonLtd · February 2020

Alicia,

You cannot import templates from Reckon One into Hosted, they are different products.

To edit a template:

Click on the Lists menu
Select Templates
Use the mouse right-click on a specific template to bring up the context menu, then select Edit Template

Click on the Additional Customisation or the Layout Designer buttons.

There you can make changes to the existing template styles and make it look similar to the Reckon One layout if you prefer by rearranging the data fields and removing borders and changing fonts and alignments.

Accounts hosted: customise invoice options

Comments

Shaz Hughes Dip(Fin) ACQ NSW, MICB

* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

Accounted 4 Bookkeeping Services

Ballajura, WA

(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!)

Categories