Memorised Transaction List


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
Answers
-
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:
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
(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!)
3