How to add a custom data field that has a value which appears in an Estimate, Sales Order and Invoice

You can edit an existing template or create a new template that has that new 'data field'.

You need to make the customisation to an Estimate, Sales Order and Invoice template.

Open your company data file in Reckon Accounts Business Range / Reckon Accounts Hosted.

Go to the Lists menu then select Templates

Edit the specific template (or make a new one) by clicking the Templates button then Edit Template

Click the Additional Customisation button.

Enable the Other field for Screen and Print and give it a title of your choosing and click OK.

Note that adding a field will shift the layout of the fields on the template.

Click on the Layout Designer button and re-arrange the positions of the newly added field label and field data element.

Once you have arranged them to your liking, click the OK button to save the changes.

Click the OK button again to close the Basic Customisation screen.

Now when you make use of the templates, you can add a value to that "New Data Field".

You can then turn that Estimate into a Sales Order or an Invoice.

The New Data Field value will propagate through and appear as expected.

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