R1 Bank transactions read only & timestamping improvements...

Mike_9755105

Hi all, over the last few days I wanted to edit some Bank Transactions details, after importing them in R1. Strangely enough when clicking on a transaction nothing happens. I'm pretty sure that in the past a dialog would pop up showing the details of the transaction allowing you to change details, if needed. The only way for me to edit bank transactions now is via other entry points, like via the Bills → Make Payment menu item. I'm the only one experiencing this or is this working as expctected?

One more thing in relation to Bank Feeds: One of my banks is NAB and I have a checking acct with a debit card linked to it. When I spend monies with the debit card, the transaction will appear in R1 as occurring on the day I've actually performed the transaction, but on the NAB statements the date is typically a couple of days in the future. Is there a way to have the syncing process to only sync such transactions once they're settled, so that there is consistency between bank statements and transactions in R1?

Cheers.

Rav

Hi @Mike_9755105

In regard to your first point, are you referring to the Bank Transactions tab which shows imported bank transaction data or the Reckon One transactions tab for transactions created in your book?

For the latter, you can click on an individual transaction which will bring up details of the transaction which you can edit. Example below 👇

On the other hand, the Bank Transactions tab will show imported transaction data as brought in from your bank feed or manual upload as-is. When you click on Allocate Payment or Allocate Receipt on that imported transaction it will bring up details of the transaction which you can then edit if needed.

To me it looks as though that is working normally but let me know if I'm misunderstanding or not on the right track.