preference settings Reckon Hosted

John McGrath
John McGrath Member Posts: 16
edited January 2019 in Accounts Hosted
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.

Comments

  • Tanya Briggs
    Tanya Briggs Accredited Partner Posts: 75 Accredited Partner Accredited Partner
    edited January 2019
    To have the Amounts include Tax ticked by default, go to the preferences for Tax and change the setting for Sales Figures to Gross.
  • John McGrath
    John McGrath Member Posts: 16
    edited January 2019
    Hi Tanya,

    Thank you. That was easy!

    Any idea about the other defaults?

    Kind regards,
    John.
  • Tanya Briggs
    Tanya Briggs Accredited Partner Posts: 75 Accredited Partner Accredited Partner
    edited January 2019
    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.
  • John McGrath
    John McGrath Member Posts: 16
    edited January 2019
    Thanks for looking Tanya. :o)