Reckon Accounts doesn't remember Purchase Order template that was used last

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  • Updated 9 months ago
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With Reckon Accounts Premier...
It looks like there is no setting to choose a default template for Purchase Orders.  Instead the program is supposed to remember the last one used??

I have created a custom Purchase Order template, but every time I create one I have to remember to choose it manually, as it always reverts to "Reckon Standard PO"

Am I missing something?
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Posted 9 months ago

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Steve Cook

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Lists - Templates

Make "Reckon Standard PO" Inactive
( Right-Click it and select "Make Template Inactive" )

While you are there, make any other templates inactive as desired

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Linda Putland, Accredited Partner

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I have found its worthwhile making all the templates you dont use inactive -and then I always number the templates... so make it 1.MyBusiness PO...
I agree it doesnt always pick up the one you want it to - but I have found numbering them certainly helps... cheers Linda