Printing Issues Since Update

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I am finding the new printing situation very frustrating! And not 100% sure why it was changed? Every single day I have to update the paper size from Letter to A4 before I print or save and have to do this for each individual template I use. I also find it really frustrating that I can not save to PDF and print in the same way as before. 80% of the time I save an invoice to PDF before emailing to my customer through our email server and then need to print it for out for our records. This used to be easy enough to do as the print dialogue box stayed open until you closed it. Now it disappears as soon as you hit print. Now I have to go through the 'print' process twice to do this. Anyone know whether either of these issues are going to be addressed or is this now the new norm??
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  • frustrated!

Posted 2 months ago

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Rav, Community Manager

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Hi Amy,
The recent update to Hosted which has brought about a change in the print process has been implemented due to repeated feedback/complaints around the former process being too lengthy & convoluted especially in the number of clicks it would take to print a document.

Admittedly, there have been a few issues that have cropped up since the update went live which have been covered in a few threads already and the alteration to paper size from A4 to Letter being one of them. The Hosted team is investigating at the moment and this issue in particular is one of priority for us.
Saving as PDF can be achieved through either File > Save as PDF and then downloading the document through the Floating Toolbar OR saving to PDF via the print screen by changing yur print destination to Save as PDF (example below).

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I think you may have misunderstood what i was referring to with the printing.
I am well aware of how to save to PDF. Before the upgrade if i had selected the print option, the document would open in a new browser window allowing me to both save and print from the same window. Now, that window closes automatically AFTER I have pressed print or saved it, so to do both I have to go through the process twice. Why does the browser window need to close automatically after pressing print?
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Hi Amy,

This won't help with the size issue (I haven't had this), but this process may help save you some time saving your PDFs.

Even before the update I've always bcc'd myself in all customer emails from reckon. This way I can confirm they have sent, I have a copy of when I've sent them and I can file them in my emails under customer folders and I also save the PDF from here into my computer documents. I also only print my delivery dockets straight from Reckon, then I can print and save the PDF from my emails, so much quicker! It saves the extra step in Reckon, which can be slow and means you have plenty of copies to refer to if the system, your emails or your computer has any issues :)


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Thanks for the feedback.
Accounts don't go out from only my email address and we prefer not to send from Reckon but rather to send them direct to the customer from our email system. It is more personal and prevents the emails ending up in spam. I also regularly send more than one invoice to a customer at a time so emailing myself all the individual invoices to then save/print probably wouldn't be any quicker than the current laborious process! Thanks for the advice though.
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Kylie Austin

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i have the same issue Amy, takes twice as much time to save as PDF and print. 
The page used to open up into another tab and there used to be a save/download arrow as well as a print button which didn't close until you wanted it to, I also have to do the 'print' process twice to save PDF and Print so I have a physical file. I also BCC myself so I know that the emails have been sent as Reckon does not keep a log.

Also, why can we not print direct to our local printers? rather than having to print to reckon printer then choosing our local printer, seems an extra step too.