Is there such a thing as transfer money report

Anita
Anita Member Posts: 16 Novice Member Novice Member

Hi, I want to be sure transfers were not actually sales that had originated from a different bank account. .I cannot see how to make a transfer report showing transfers so I can check off transfers and actual new sales. Your help is appreciated.

Cheers Anita

Answers

  • Lucas
    Lucas Reckon Staff Posts: 563 Reckon Staff Reckon Staff
    edited December 4

    Hi @Anita,

    Unfortunately there is not a report that currently exists in Reckon One. The only recommendation I could make is to view transactions via the Bank transactions screen for each bank account and manually clicking into them.

    I also do suggest, you make an idea suggestion for Reckon One reports to have this developed by our team by raising it here - Reckon One Ideas & Feature Requests

    If there is anything else I can assist you with please let me know.