Fast coding - bankdata update

nicole77777744
nicole77777744 Member Posts: 7 Reckoner Reckoner
edited October 14 in Accounts Hosted

Hi we use Fastcoding, bank data to send the bank statement transaction lines to Reckon Accounts Hosted each week.

We typically have rules set up to send these through, in the past you would click on rule and the rule would action leaving the line visible to be able to check what was sent to Reckon was correct.

There seems to have been an update, now when you click "rule" the line disappears meaning we have to check the journals in reckon after we have put them through.

Is there away to turn that feature off and have the lines remain in bank data again?

This update/change has made our reconciliation process time double.

Best Answer

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,032 Reckon Community Manager Community Manager
    Answer ✓

    Hi @nicole77777744

    Do you have the Uncoded filter applied at the moment?

    If so, when the rule runs it will remove it from view if that filter has been applied since its been coded ie. its no longer uncoded.

    If you have the ALL filter applied it will show everything on-screen.

Answers

  • nicole77777744
    nicole77777744 Member Posts: 7 Reckoner Reckoner

    THANK YOU!!! We have never seen that filter - opps that solves our issues thanks again!

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,032 Reckon Community Manager Community Manager

    Awesome! Glad we got to the bottom of it 🙂

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