Send to accounts by percentage?

Coach
Coach Member Posts: 2 Novice Member Novice Member
in Reckon One

This is a pre Reckon purchase question - Can I split deposits by percentage? For example a $100 is deposited into the income account. We want 50%/$50 to payroll, 15%/$15 to tax, 20%/$20 to marketing etc. (I just made these percentages up as an example).

Answers

  • Eric Murphy
    Eric Murphy Member Posts: 572 Reckon Hall of Famer Reckon Hall of Famer

    I'd be interested in knowing this as well. Any Reckon team members able to shed some light here?

  • klaura
    klaura Reckon Staff Posts: 496 Reckon Staff Reckon Staff

    Hi @Coach,

    Can you give us a bit more info on what kind of bank deposit you're looking to split? Is this a Bank Transaction?

    Best regards,

    Karren

    Kind regards,

    Karren.png
  • Coach
    Coach Member Posts: 2 Novice Member Novice Member

    Yea, this would be bank transactions. Say I have a charity bank I want to deposit 1% of $1 of income, the money would appear as a deposit at my bank that hosts the charity bank account.

  • klaura
    klaura Reckon Staff Posts: 496 Reckon Staff Reckon Staff

    Hi @Coach,

    You can set up Transaction Rule and split transactions by percentage or amount.

    Here is a KB that will provide you more info about splitting transactions.

    Transaction Rules - Reckon Help and Support Centre

    I hope it helps.

    Bes regards,

    Karren

    Kind regards,

    Karren.png

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