Memorised Transaction List

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Leeanne63
Leeanne63 Member Posts: 1 ✭
in Accounts Hosted

Can you add a new transaction to an existing saved memorised transaction group or only delete from it. If so how do you do it. Thank you

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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,426 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Hi Leanne63

    Yes! With the transaction you want to Memorise open, click on Edit (along top toolbar) > Memorise ...

    Click on With Transactions in Group & select the applicable Group Name from the dropdown:

    image.png

    You can also move or delete a Memorised Transaction from the Memorised Transaction List itself:

    To delete an entry, select it then either press Ctrl + Delete on your keyboard or click on Edit (along the top toolbar> > Delete Memorised Transaction

    You can move a Memorised Transaction into or out of a Group by hovering over the diamond to the left of the entry name. Once your mouse cursor changes to a cross symbol, simply click & drag the entry to where you want it to be 😊

    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!)

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