I want to set a different template to a different accounts receivable
Jennene Kelly_9808793
Member Posts: 2 ✭
Hi,
I am using the hosted Australia version now and I have one little task that has become annoying.
I have two accounts receivables - one for NZ and one for Australia.
I therefore have two templates - one with NZ bank account details and one with my AU bank account details.
If I create NZ invoices and then change to create a new invoice in say my AU account the template doesn't change to Australia. So all my Aussie invoices end up with my NZ bank account details.
[This doesn't happen with memorised invoices if I flick between the two]
Is there a way of setting templates to a particular accounts receivable?
Many thanks for anyone's wisdom here
I am using the hosted Australia version now and I have one little task that has become annoying.
I have two accounts receivables - one for NZ and one for Australia.
I therefore have two templates - one with NZ bank account details and one with my AU bank account details.
If I create NZ invoices and then change to create a new invoice in say my AU account the template doesn't change to Australia. So all my Aussie invoices end up with my NZ bank account details.
[This doesn't happen with memorised invoices if I flick between the two]
Is there a way of setting templates to a particular accounts receivable?
Many thanks for anyone's wisdom here
0
Comments
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Unfortunately not JK.
The best workaround is as you've mentioned - to generate your AU ones via an AU Inv Memorised Transaction, then switch to your NZ Memorised one & generate those or vice versa.Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* 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!)
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Thanks for the confirmation.
JK0
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