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Super Explorer ***

Purchase order and statement templates

Apologies for all the questions on forms but it represents our business and hence we are very fussy! :-)

 

Statements

 

It appears as though we cannot create our own and have to use the QB template. Is there any way we can change shading in the heading from blue to another color

 

Purchase orders

Can we change the shading from blue to another color

Can we remove the approved by and date signature block

 

And  on both forms.. can we change the position of our company logo from right to left?

and select different logos

 

Thank you!. Sorry once again for inundating you with messages. Appreciate all the support

 

 

 

 

3 Comments
Moderator

Re: Purchase order and statement templates

Hello Deano2,

 

We always welcome ideas from customers that can enhance our software. Customizing the Statement and Purchase Orders is one of the most requested feature. These two forms can't be edited for now. However, rest assured that our Product Development Team is working diligently to have this added in our future updates.

 

You can temporarily customize the forms in Excel and paste the information from QuickBooks Online. This way, you're able to achieve the format you'd like.

 

Please keep more ideas coming. If you have any questions, post them here. 

Super Explorer ***

Re: Purchase order and statement templates

Thank you for your suggestion regarding cutting and pasting. However I trust that this is something that we can customize in the future.

 

I have however - seen Quickbook Purchase Templates where the user had the ability to change shading and color from Blue to Red.

 

Is this something that can be achievable. 

 

Thank you

 

Moderator

Re: Purchase order and statement templates

You might've seen what's on the Custom Form Styles page, Deano2.

 

On this page, the available templates that can be modified are Invoices, Quotes, and Sales receipts.

 

The shading of your forms will depend on your Standard template. This means, whatever shading you've used will affect on all the forms. That includes your Purchase Order.

 

Additionally, yes you can use a different logo. You can only move it either to the right or to the center.

 

On the other hand, the things that you can do in your PO is to add a custom fields and customize the transaction numbers. Also, you can enter a default message on the forms. Here's how to do it:

  1. Click the Gear icon then select Account and Settings.
  2. Go to the Expenses tab.
  3. Click the pencil (edit) icon on the Purchase orders row.
  4. Select the boxes for your fields and custom transaction numbers.
  5. Enter your message on the Default message on purchase orders box.
  6. Click Save.
  7. Then Done.

You can always check how to use a purchase order to know more.

 

If you have other concerns with purchase order, I'm here to help you out.