About purchase order templates in Reckon One

Learn about purchase order templates in Reckon One, and how to create and manage your own custom templates so your purchase orders reflect your brand.

About purchase order templates

Purchase order templates allow you to customise the branding and information you display on your purchase orders. You can customise the default Reckon One templates, or create your own custom template for specific uses.

You need to have enabled purchase orders first.

Create a custom template

You can create a new custom template by duplicating a template and then customising it to your needs:

1. Click the Settings icon, in the top right of Reckon One.
2. In the Settings menu, select Day to day.
3. Select the Money out tab.
4. Click on Purchase orders to expand the section.
5. Click on Manage templates.
6. From the Template dropdown, select the template you wish to duplicate.
7. Click Duplicate.
8. Give the new template a unique name, or accept the default.
9. Customise the design and content of the template to suit your needs.

Delete a custom template

You can only delete custom templates you’ve created that haven’t been used on a purchase order.

1. Click the Settings icon, in the top right of Reckon One.
2. In the Settings menu, select Day to day.
3. Select the Money out tab.
4. Click on Purchase orders to expand the section.
5. Click on Manage templates.
6. From the Template dropdown, select the custom template you wish to delete.
7. Under the Template dropdown, click Delete.

Read more

• Learn how to customise the design and content of a purchase order template
• Learn how to set a default purchase order template