Reckons transactions vrs bank feeds

JCoull
JCoull Member Posts: 12 Reckoner Reckoner

Are you entering bills and payments through reckon transactions or bank feeds?

Welcome!

It looks like you're new here. Sign in or register to get started.

Comments

  • John Angelico
    John Angelico Member Posts: 6 Reckoner Reckoner

    II enter data using Reckon transactions because our theatre company uses the Invoicing, Bills and Project features to track each show we do.

    The data is more complex and requires detailed analysis. So the accounting effort is the same either way.

    So we work on it pro-actively in advance rather than after the fact

  • JCoull
    JCoull Member Posts: 12 Reckoner Reckoner

    Do you have bank feeds set up as well, and action them, does this double up your transactions if it doesn't find a match?

  • John Angelico
    John Angelico Member Posts: 6 Reckoner Reckoner

    I have tried the bank feed via csv import, but found that yes, I have duplicates.

    So far it seems the two approaches are mutually exclusive.

Welcome!

It looks like you're new here. Sign in or register to get started.