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How to copy a invoice template from one tenant to another tenant

  • 28 March 2024
  • 4 replies
  • 44 views
D
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Userlevel 2

Hi All,

How do I copy a invoice template from one tenant to another tenant.

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Best answer by parveza33 28 March 2024, 10:14

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manikantad18
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Hi @driesdeklerk50 

Can you please provide the screenshot of what you are Looking

Acumatica Functional Consultant
D
Rank
Userlevel 2

I want to copy this layout to another tenant

 

 

parveza33
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Userlevel 2
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Hi @driesdeklerk50 

Please enable the Report Designer role for the user.

Then navigate to Invoice and Memo Print Format and click Edit. 

The Open the downloaded report from the Acumatica report designer and provide user credentials.

Then Save the Report to the New Tenant.

 

Please let me know if you need further assistance.

 

Parvez:)
D
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Userlevel 2

Thank you very much. I appreciate your assistance.

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