Change the default purchase order template in Reckon One

Learn how to change the default purchase order template that’s used when creating purchase orders in Reckon One.  

Before you start

You’ll need to enable purchase orders in your book first.

Change default template

1. Go to Administration menu (cog icon in top right corner), then click Settings.
2. In the Day to day section, select Money out.
3. Click on Purchase orders to expand the section.  
4. Select Manage templates.
5. Under the Template dropdown, click on Change default template.  
6. Select from the list of available templates.  
7. To see your changes in the preview, click Refresh preview in the top right. You can also click Print to see how the default invoice will appear printed.  
8. Click Save.  

All future purchase orders will now be created using this default template. You can choose to use another template when creating a purchase order.   

Read more

• Learn more about purchase order templates