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?
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:
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:
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