Remittance Advice emails or prints in default template and not customised template used

Legacy KB ID: 5288

In Reckon Accounts 2022 R1 and later, the last used remittance advice template is retained the next time you print or email a remittance advice.

Question

I have prepared a Remittance Advice with a Customised template, but when I email that template, it uses the Default template.  Why?

Answer

Select your customised remittance template on the Select Remittance Advices to email/Print screen.

 

The Issue

Even though you prepare a Remittance advice using a Customised template, when you print or email it, you must select a Template to use.  The standard template “Supplier Remittance Advice” is at the top of the list and is selected by default.  If you do not select another template, then the default template will be used. 

Even if you make the standard template inactive, it will still appear in the select Remittance Advices to Email/Print screen.

 

Workaround

On the Select Remittance Advices to Email/Print screen, in the Remittance Style box, select your Customised template.

 

 


Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/reckonaccounts

Or Log a Support Ticket: https://www.reckon.com/au/support/

 

How did we do?

Fields do not align on the Invoice Template

Reckon Accounts: VAT wordings appear in imported invoice templates.

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