Help required - new to hosted
jasmine_9092185
Member Posts: 8 Novice Member
I have imported some bank transactions. My accountant has asked me to go through and select tax code: NCG So originally i went through and opened the check register and opened each individual transaction and where applicable selectes NCG, I then noticed the amount does not include the tax so i had to select "Amount to include tax" and manually change the total amount fot each one. This was quiet tedious considsidering i have 4 seperate accounts to reconsile. I then thought it would be easier if i went into the supplier and chose what tax code should apply, but have noticed it still does not automatically assign the tax code and i am still having to adjust these seleratly for every single trandaction Any info help would be appreciated
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Comments
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Hello Jasmine,
Welcome to the Reckon Community.
Reckon Accounts gives you 3 options for assigning an imported transaction. The first via the Register does not allow a tax code to be entered. The Write Cheque option for basic payments will allow you to enter a tax code. Pay Bills is specifically to pay bills (inward invoices) already entered into Reckon Accounts.
Check out these videos to help you with imported transactions:Process Imported Bank Transactions
Hope this helps.
regards,
John
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Thankyou! I will watch them now and figers crossed i understand it better. Its all very new to me0
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