Template allocation

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Pauline_6534619
Pauline_6534619 Member Posts: 8 ✭
edited March 2018 in Reckon Accounts (Desktop)
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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  • Chris McGregor
    Chris McGregor Member Posts: 140 ✭
    edited March 2018
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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, Chris
  • Jon_7579451
    Jon_7579451 Alumni Posts: 43 ✭
    edited March 2018
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    Hi Pauline, is this a request for Reckon One or another product?

    Cheers

    Jon Martingale
    Reckon One UK

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