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
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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190 Points
Posted 5 years ago
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704 Points
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
kevin
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190 Points
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.
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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3,150 Points
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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392 Points
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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100 Points
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392 Points
Nicole Smith