Listing of Transaction rules

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Peter Taylor_7950309
Peter Taylor_7950309 Member Posts: 2 ✭
edited December 2017 in Reckon Accounts (Desktop)
Dear All,
I 'm using reckon accounts premier - contractor edition. I want to print a list of mu transaction rules with all detail ie. Rule name, conditions, supplier and allocations. Is this possible?Regards,
Peter

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  • Nitesh Sharma
    Nitesh Sharma Reckon Staff Posts: 13 Reckon Staff
    edited December 2016
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    Hi Peter,

    Welcome to Reckon Community.

    Please follow the steps to print the Transaction rules list

    • Go to Banking > Online banking Centre
    • Click on Transaction Rules on the right.
    • On the rules list click on Rule option down the bottom & select print list

    The default layout will give the following information (screen shot)
    image

    Also you can customize the columns to get more information on the list.

    • On the rules list click on Rule option down the bottom & select customize columns
    • Choose from the available columns & click Add

    Workaround-  To print the rules list as per customization  you can take the screenshot & print it.

     image

    Hope it helps.

    Regards,

    Nitesh

  • Peter Taylor_7950309
    Peter Taylor_7950309 Member Posts: 2 ✭
    edited December 2015
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    Thanks Nitesh,
    Very comprehensive and helpful.
    Regards,
    Peter

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