How to ensure class tracking selection in transactions
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Datarec_ReckonLtd
Reckon Staff Posts: 1,065
When recording a transaction that makes use of classes, you may want to have that same class remembered the next time you enter a similar transaction.
Firstly you check your data file PREFERENCES.
Click on Edit menu
Then click Preferences
Then click Accounting (on the left side)
Then click Company Preferences tab
Look at whether "Use class tracking" is enabled, enable this if required
Look at whether "Prompt to assign classes" is enabled, enable this if you want to be reminded to assign a class to all transactions
Now click on the General section (on the left side)
Check the section "Automatically recall information"
- enable the option Automatically remember account or transaction information
- now choose which method suits your requirements
- make use of the in-product Help system for a more detailed explanation of the different methods
* click on the Help menu and select Reckon Accounts Help
* use the search term "Automatically recall information" in the Index or Search tab
*Data Recovery Team *
This is a based on a previously solved problem.
Memorising classes when entering transactions
Firstly you check your data file PREFERENCES.
Click on Edit menu
Then click Preferences
Then click Accounting (on the left side)
Then click Company Preferences tab
Look at whether "Use class tracking" is enabled, enable this if required
Look at whether "Prompt to assign classes" is enabled, enable this if you want to be reminded to assign a class to all transactions
Now click on the General section (on the left side)
Check the section "Automatically recall information"
- enable the option Automatically remember account or transaction information
- now choose which method suits your requirements
- make use of the in-product Help system for a more detailed explanation of the different methods
* click on the Help menu and select Reckon Accounts Help
* use the search term "Automatically recall information" in the Index or Search tab
*Data Recovery Team *
This is a based on a previously solved problem.
Memorising classes when entering transactions
Regards,
Reckon Data Recovery Team
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