Automatically selecting preferred template

  • 3
  • Question
  • Updated 4 years ago
  • Answered
  • (Edited)
I've just updated to R5, and my remittance template changed and was very basic. The only way I could make changes was to create a copy, which I've done. But now even though I've made the original inactive, the one I want to use doesn't come up automatically, I have to manually select it. 

Is there a way to make my copy come up as the preferred style, so I don't have to select every time I want to email or print a remittance?

We are using Reckon Accounts Hosted Edition 2015
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Nicole Smith

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Posted 4 years ago

  • 3
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Karen

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I also have same issues and lost my logo, had to re upload them.
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Nicole Smith

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I had heaps of trouble last time I tried adding in logos to invoices, so I don't bother with those anymore.. 
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nqsurvey .

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check to see preferences set correctly to auto recall then create dummy invoice/po/del note and save & new, then create new invoice and last used template should appear. delete dummy invoice.
kevin
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Nicole Smith

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Its the remittance advices I am asking about, not the invoices. 
I have been using my new remittance template all morning, but it always goes back to the original one I don't want. 
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Kathy Mackinlay

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Hi Nicole, I am having the same issue. It is a pain in the butt. Would be good to be fixed.
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Julie

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You need to drop down the form selection box to pick up your modified form, it would be nice to have a default selection available
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ACS

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Was anyone able to add a text box successfully to their personalised Remittance template? I can see the boarders only; no text. Text is reasonable size and black in colour but does not show up!
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Julie

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I am also having problems with the text box, Is a fix on the way?

Julie
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Jacqueline Herrera

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Anyone get an answer from Reckon yet! I'm also having this problem and there are no answers in the help menu. It has only happened with the upgrade. I've had to repair all my templates, as they all changed with the upgrade. Not happy.