preference settings Reckon Hosted

  • 1
  • Question
  • Updated 6 months ago
Is there a way of setting up a default for all customers so that these details do not have to be filled in for each customer.
The fields in particular are on the Additional Info tab - Type - Terms - Rep - Preferred send form method - Tax code
90% of our customers have the same settings, so it would be handy to have all of this pre-filled with the ability to manually change the ones that are different (Export etc.)
Also to have the "Amounts include tax" check box on the invoice pre-checked.
Kind regards,
John.
Photo of John McGrath

John McGrath

  • 244 Points 100 badge 2x thumb

Posted 7 months ago

  • 1
Photo of Tanya Briggs

Tanya Briggs, Accredited Partner

  • 932 Points 500 badge 2x thumb
To have the Amounts include Tax ticked by default, go to the preferences for Tax and change the setting for Sales Figures to Gross.
Photo of John McGrath

John McGrath

  • 244 Points 100 badge 2x thumb
Hi Tanya,

Thank you. That was easy!

Any idea about the other defaults?

Kind regards,
John.
Photo of Tanya Briggs

Tanya Briggs, Accredited Partner

  • 932 Points 500 badge 2x thumb
Hi John, I did have a look around trying to see if default settings for customers were possible, but I didn't find any information on that, sorry.
Photo of John McGrath

John McGrath

  • 244 Points 100 badge 2x thumb
Thanks for looking Tanya. :o)