Schedule Memorized Transaction to occur Automatically

Steve B
Steve B Member Posts: 53 Reckoner Reckoner
in Accounts Hosted

Is there a way to have the memorized transactions to occur automatically without me having to look at my reminder list and manually click to have it enter the transaction?

And what does Standing Order actually do in the Schedule Memorized Transaction Window?

Best Answers

  • Kris_Williams
    Kris_Williams Member Posts: 3,699 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    Answer ✓

    set the transaction to Standing order

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,820 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    Answer ✓

    @Steve B The Standing Order means automatic. When you select this, the other fields become editable:

    image.png

    I have all my recurring transactions set up automatically like this 😊

    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!)

Answers

  • Steve B
    Steve B Member Posts: 53 Reckoner Reckoner

    So I would take it that ‘Standing Order’ means automatic in the window?

  • Steve B
    Steve B Member Posts: 53 Reckoner Reckoner

    Thank you. It worked exactly as I was hoping for.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,820 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Great to hear @Steve B !👌👏🏻😁

    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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