Template allocation

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  • Idea
  • Updated 1 year ago
It would be a great idea to be able to allocate preferred template to each client in client set up.  this feature is in MYOB - which is very good. Eg I do have some clients who want to see what class is allocated to transactions in bills, whilst others don't.
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Posted 1 year ago

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Chris McGregor, Alum

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It is a great idea and Reckon hopped on board with the rough idea of this in the premier version where it allowed you to choose an industry spacific datafile to start off with but as you know they cant meet everyones needs so what some prefessional partners choose to do is to setup datafiles with their preferences and use this as a skeleton / base file when setting up a new customer. This will allow you to achieve what your after i think.

Kind regards,

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Jon Martingale, Employee

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Hi Pauline, is this a request for Reckon One or another product?


Jon Martingale
Reckon One UK