IDEA: Bulk coding in reckon one

Caitlin RuthenbergCaitlin Ruthenberg Member Posts: 1
edited September 2020 in Reckon One
The inability to code numerous transactions to a particular account has come to my attention and caused a client to chose another software. It would be great it you could simply select numerous transactions and then select the account which it needs to be coded to. For example for a sole trader who has a lot of personal purchases it is very time consuming to select allocate and then chose the account and contact for each individual transaction especially when we are only doing this on a quarterly basis. If you agree please get behind this and like the idea to get the Reckon team thinking about it!


  • Heidi FroelichHeidi Froelich Member Posts: 3
    edited September 2016
    Absolutely agree - needs the equivalent of Xero's cash coding to speed up the processing for professionals at the very least - way too slow otherwise.
  • Jason HollisJason Hollis Reckon Staff Posts: 561 ✭✭
    edited September 2020
    Definitely an aspect of transaction coding we are well aware of Caitlin as many of us at Reckon have worked with a wide range of accounting tools in the past.

    We'll soon have a mechanism whereby users can vote on features, however in the meantime it would be great for other users to show support on this which may affect its place in the current development roadmap.

    Many thanks for your input.
  • RavRav Administrator Posts: 10,331 Community Manager
    edited August 2017
    Hi there Reno_C,

    While adding or changing account types to transactions in bulk isn't quite there yet, it's listed as an idea in our feature suggestions for consideration and inclusion in a future update.
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