Reckon One - Duplicate Bills

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Reckon FAQs
Reckon FAQs Reckon Staff Posts: 357 Reckon Staff
edited August 2016 in Reckon One
Hi everyone!

As part of our ever evolving cloud software Reckon One, we are pleased to advise we have added new functionality in our most recent update on October 19.

You will now be able to create a new bill using data from an existing bill via the Make a copy option.

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Things to note:
  • The Make copy option is only available when viewing an existing bill 
  • If purchase approvals are disabled, the newly copied bill will have a default status of UNPAID
  • If purchase approvals are enabled, the newly copied bill will have a default status of DRAFT
  • The newly copied bill will use today’s date by default & not the date of the copied bill
  • The newly copied bill will not retain any due date specified in the original bill (i.e. you will need to manually configure the due date)
  • The newly copied bill will use the next available bill number

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