Memorise payments for Bills

Dave Rickards
Dave Rickards Member Posts: 4
edited September 2018 in Reckon Accounts (Desktop)
Why can't I memorise a bill payment? We have several suppliers that issue one invoice for payments to be made monthly, I can memorise the bill, but not the payments??

Comments

  • Kathy Mackinlay_6947388
    Kathy Mackinlay_6947388 Member Posts: 141
    edited October 2015
    I would suggest putting in a reminder for bills to pay and get the reminders to come up on the due date.
  • Mustafa
    Mustafa Alumni Posts: 52
    edited December 2015
    Hi Dave,

    I agree with Kathy as there is no option to memorise a payment.

    Also you can go to Help > suggest new features in Reckon Accounts for our developers to look into for future releases.

    Cheers
    Mustafa
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,073 ✭✭✭
    edited September 2018
    If you are serious, and your require tool to get this going , talk to us, we can look into it.
    Chandra
    chandra@cosmicinnovations.com
    0295411338, 0407068942

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Jane_8070041
    Jane_8070041 Member Posts: 5
    edited March 2016
    Being able to memorise payment transactions would be fabulous!
  • Christine_10551860
    Christine_10551860 Member Posts: 6

    Has anything been done since 2016 to be able to memorise payments, as I have a monthly debit from our accounts that I would love to have set up so I don't have to go in every months and do it manually.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    What sort of transaction is it? Not all expenses need to have a Bill entered. For direct debits (eg loan repayments, bank fees, interest & others), you can memorise Chq payments (Write Cheque) to auto-enter 😁

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Christine_10551860
    Christine_10551860 Member Posts: 6

    Annual fee, broken down into monthly instalments.

    Put bill in so I can keep track of how much is left to pay and when the year is over.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited September 2021

    Yes, Bill Payments are useful for tracking balances this way.

    Another option is to create a Write Chq posting to your Accounts Payable account (NO tax code!) set to auto enter as per the monthly debits. These will then show as monthly "Credits" in Pay Bills which you can allocate accordingly. (Not quite as quick as it's a 2-step process, but still allows the auto-entry setup, whilst still enabling tracking of the bill balance 😊)

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Christine_10551860
    Christine_10551860 Member Posts: 6

    That works for me. Thank you.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    That’s good 😊

    (In the Customer:Job column, you need to select the Supplier name again also on that line)

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)