Allocate classes to bank transaction rules

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Nigel_8104137
Nigel_8104137 Member Posts: 2 ✭
edited July 2020 in Accounts Hosted
Is there any way to allocate classes to bank transaction rules in reckon hosted?  I have a client who is a church, they use "make deposits" screen to enter deposits and allocate funds to classes.  Looking for a more streamlined approach to posting bank transactions.

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  • John Graetz
    John Graetz Member Posts: 1,651 ✭✭✭
    edited July 2020
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    Nigel.  The "make deposits" screen is not really meant to enter these types of transactions.  Apart from not being able to use classes, there is no scope either to allocate a GST code (if they are registered for GST).  The preferable way it to use "Enter Sales Receipts" which provides then for classes and GST codes to be entered and for the receipt to be deposited immediately to the nominated bank account..  John L G 
  • Nigel_8104137
    Nigel_8104137 Member Posts: 2 ✭
    edited March 2016
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    Hi John, yes understand make deposits is not the best screen to enter deposits.  By the way, you can enter classes in make deposits.  Just trying to save entering 1,000 deposits a month, by automating the process via bank feeds.
  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited February 2017
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    Hi Nigel,

    Welcome to the Reckon Community.

    The 2016 release of Reckon Accounts, due out in April, will have the capacity to apply Classes to transactions.

    regards,
    John

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