Customise purchase order emails in Reckon One

Learn how to customise the email message that gets sent with your puchase orders in Reckon One, as well as any default CC email addresses.

Before you start

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

Customise the email settings for purchase orders

To customise purchase order email settings:

1. Click on the Administration menu (cogwheel icon) in the top right, then select Settings.
2. In the General section, select Email settings.
3. Click on Purchase orders to expand this section.
4. (Optional) Enter an email address (or addresses, separated by commas) into Default CC and/or BCC addresses. These addresses will be pre-populated by default in all purchase order emails. You can edit or remove it when sending individual purchase orders.
5. (Optional) Change the Default email subject and/or Default email content.

You can enter special tags which will be replaced by the relevant information when the email is sent. Available tags are:<po number><po date><po total><organisation name><company name><current month><current year>

1. Click Save in the top right.

Read more

• Learn how to send and print purchase orders