Level 2
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We would like all our preparers to use the same invoice template.  Can I change the system default template?  Or will each preparer have to create their own and Save as My Template?
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Level 15
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I recall that's an individual customization since it's not done under Firm Settings.  You should really consider other options before going with this "feature" in PTO.  This discussion may help:


Still an AllStar

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