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678 Points
Posted 5 years ago
Gail Lewis, Accredited Partner
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1,316 Points
Your original templates are still there, you just need to CLICK on the "LIST" tab and then SELECT "Templates" and deactivate all the new templates leaving your template as the only one available that will come up in the selection box
Sue Atkinson, Accredited Partner
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586 Points
You may have done this already, but have you looked in the drop down box of the invoice layout for your previous copy? I know that the logos go off the templates when an upgrade is done but not usually the whole format layout. Let me know if it is there.
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678 Points
Gary Pope, Accredited Consultant (Acct & IT), Alchester Business Systems., Accredited Partner
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19,116 Points
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678 Points
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320 Points
Jason Jiao, Alum
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1,156 Points
We have investigated this issue. This affects the five Reckon Accounts default Custom templates, i.e Custom Adjustment Note, Custom Estimate, Custom Invoice, Custom Sales Order and Custom Sales Receipt. The workaround is to export those five default templates in 2014 and import them in 2015. We are sorry about the inconvenience caused.
If anyone else who has not upgraded to 2015 yet, please rename those five templates if used to different names and all the customisations are carried over to 2015
Please see the knowledge base article below for details:
http://kb.reckon.com.au/issue_view.asp?ID=5259
Thanks
Jason
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120 Points
Jason Jiao, Alum
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1,156 Points
Thanks, Jason
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2,252 Points
Gary Pope, Accredited Consultant (Acct & IT), Alchester Business Systems., Accredited Partner
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19,116 Points
We "Gary's need to stick together'.
The answer rests in the installation manual on page 16 of the installation process. Frankly, tailored reports and templates need to be distinguished from originals , to always ensure access to a distribution version of such items is maintained. At least in your situation, you have recourse to a fallback to retrofit these. see at: http://downloads.reckon.com.au/RAH2015%20R1%20Upgrade%20Guide.pdf
I've responded here, in the hope that others follow the procedure and avoid the concerns you've had.
Keep the faith! The journey is worth it.
Gary Pope
An Accredited Partner- Consultant (VIC. Aust)
"Working with Accountants/Bookkeepers PPs/APs, as an
independent IT Professional and retired FCPA Accountant"
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282 Points
Since updating to 2015 R1 my previous default custom invoice template has changed. Now it defaults to Reckon Service Invoice. I've tried making all other invoices inactive but my preferred template but it them defaults to delivery note. Also, my General Preferences are ticked for Automatically Remember Account/Transaction preferences. Every time now I have to manually select the correct invoice template. How do I fix this please?
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282 Points
Hi Guys,
my problem is different from the ones above. I can access my template but I cannot make it the default. Can you please advise how to fix this.
Jason Jiao, Alum
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1,156 Points
The Reckon Accounts 2015 does not like the default custom templates names, i.e.Custom Adjustment Note/Estimate/Invoice/Sales Order/Sales Receipt, can you try to rename them to new names like New Custom Invoice? it should resolve your default template issue. Let me know how you go.
Cheers
Jason
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282 Points
Hi Jason,
Thanks for the advice. Unfortunately it has not fixed the issue. Do you have any other suggestions?
Thanks,
Adam
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282 Points
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272 Points
I had the same problem and this is the response I eventually got which seems to have fixed the problem.
Hi Christine,
Gary's suggestion worked for two of my clients last week - ie:
- Remove the tick from the General preference 'Automatically remember account or transaction information' and click OK to save. This will reset all auto recall information unfortunately.
- Re-set the preference with the sub-preference 'Pre-fill accounts for supplier based on past entries' selected.
- You must then create a new Invoice using the desired template and save it.
You will note this setting is under the My Preferences tab so is User based and may need re-setting for other Users setup in the file too.
Close and re-open Accounts to test and if it works you could then consider changing the sub-preference to 'Automatically recall last transaction for this name' if preferred.
Hope this works for you too.
Suzanne
Hope it helps you too
Christine
Gary Pope, Accredited Consultant (Acct & IT), Alchester Business Systems., Accredited Partner
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19,116 Points
To help: Here is the article with the clues from 24hrs ago....
https://community.reckon.com/reckon/topics/set-a-customised-invoice-as-default
Gary Pope
An Accredited Partner- Consultant (VIC. Aust)
"Working with Accountants/Bookkeepers PPs/APs, as an
independent IT Professional and retired FCPA Accountant"
Gary Pope, Accredited Consultant (Acct & IT), Alchester Business Systems., Accredited Partner
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19,116 Points
a) ensuring any default templates that have been enhanced are renamed before upgrading
b) outlining how to make a preferred personal templat be used next time round.
Cheers
Gary Pope
An Accredited Partner- Consultant (VIC. Aust)
"Working with Accountants/Bookkeepers PPs/APs, as an
independent IT Professional and retired FCPA Accountant"
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