Transaction reference missing from manually uploaded/allocated bank transactions

noelpage3
noelpage3 Member Posts: 1 Novice Member Novice Member
in Reckon One

Hello, I am new to Reckon One.

Is there a way to generate a transaction reference for manually uploaded/allocated bank transactions.

Thanks

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,140 Reckon Community Manager Community Manager

    Hi there @noelpage3

    Welcome to the Reckon Community 🙂

    When you manually upload your bank transactions via a .CSV or .QIF file the description that is listed on the transaction will come through to Reckon One along with the other transaction data.

    image.png

    Is that what you're referring to or something else?

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