MEMORISED TRANSACTIONS

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SumitGupta
SumitGupta Member Posts: 20

Could we memorize a group of general entries in reckon and can they be added with single click as general entries

If we could how

I have created and memorized the general entries of wages

I have created a memorized group for them

but when i add the group general entries does not get added

Could anybody please help

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  • Kris_Williams
    Kris_Williams Member Posts: 3,303 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    If you are doing payroll in Hosted the entries are populated during that process, so not sure of how that would work or exactly what you are trying to do

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,426 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited October 2022
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    @SumitGupta It depends what type of entries they are … You can for most transactions however, Paycheques are unable to be memorised 😬

    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!)
  • SumitGupta
    SumitGupta Member Posts: 20
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    I am using Xero for Payroll and In NZ accounts hosted don’t have payroll

    so want to memorize the payroll journal entries

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,426 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    You can definitely Memorise Journal Entries 😊

    Edit the Memorised Journal Entries & select the option to add them to the Group you've set up:


    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!)
  • SumitGupta
    SumitGupta Member Posts: 20
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    @Acctd4

    after creating them in a group

    will they be automatically added every week?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,426 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    @SumitGupta Yes - You can choose to schedule individual transactions or an entire Group.

    Double-click on the Memorised Transaction (or Group, as applicable) & set it to Standing Order with the desired frequency & first entry date:


    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!)