Can you enter multiple Memorised Transactions in one go?

kalebsilver

I've just landed a job which uses Reckon, however, my manager has got me entering hundreds of memorised transactions manually. Is there a way to enter multiple at a time? Or upload an Excel spreadsheet to enter them?

Here is what I'm entering manually at the moment:

Into this: (Marked red is the values I am entering)

I've got a list of about 2,000 transactions I have to enter, there is no way there isn't an easier way to do this.

Datarec

Hi @kalebsilver

The methods available vary depending on your skillset.

You can use a 3rd-party tool:

https://www.reckon.com/marketplace/add-on/zed-axis/

Or if you can use Excel:

• transform your Excel worksheet from this format

to

or

You can bring it in as a DEPOSIT or TRANFER transaction.

You may need to swap the ACCNT values around depending on how it shows up in a report.

Save the Excel worksheet into a Tab Delimited Text format with a file extension ".IIF".

Example; "MyTransferTransactions.IIF"

The use the File | Utilities| Import | IIF Files.. menu to bring it into the file.

(Test it first on a copy of the file)

Acctd4

@kalebsilver I have all mine set to enter automatically - You can schedule this by right-clicking on each one (in the Memorised Transaction List) & setting the frequency there ☺️