how do you copy a transaction
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This reply was created from a merged topic originally titled how do you copy a transaction.0
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So what is the answer..????0
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Hi Paul,
Reckon One has the ability to copy invoices and bills at this stage. You'll find this in the top right corner when in a invoice/bill.
This functionality will be further expanded in new Reckon One updates.0 -
... any chance this feature might be added soon? I guess not as the last post was 4 months ago!
But really it is a major oversight not having the ability to duplicate an existing transaction as the basis for new one. Would save heaps of time on the data entry side for recurring payments.1 -
This was 2 years ago. I just want to copy transactions so I don't have to enter all the split data on each transaction. surely this feature exists now1
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You could always memorise any transaction and then duplicate by entering the memorised transaction.
oh sorry, I didnโt realise it was Reckon One, was referring to Reckon Hosted1 -
So this question was asked way way back October 2017
That was almost 3 years ago. As Kris mentioned we could add a memorised transaction that Reckon One calls recurring transaction but this feature must have a repeat date to be entered.....so that is not really an option.
Maybe I don't work accounting packages correctly but I do agree with @Paul Gray, @Ted, and @john christie in so far as to being able to copy/paste a transaction.
THREE years is a long time to wait
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Donโt know about Reckon One but in Hosted thereโs no need for a repeat date, it can be set to never and recalled when necessary
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HI @Kim Williams & all,
The ability to create recurring transactions is available in Reckon One, including recurring invoices, payments and receipts. For more info including setup, check out our recurring transaction guides here -
HELP GUIDES - Recurring Transactions in Reckon One
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Thanks @Kris_Williams ....... I have migrated back from Reckon Hosted where there was the facility to have memorised transactions ..... With Reckon One this is sort of replaced by recurring transactions ...... but @Rav, and I would like to be corrected, there is no facility to have recurring transactions with the recurring date as never like there used to have in Reckon Hosted.
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Here is is July 2025 and this is still not available. Just set up recently after migrating from Reckon Accounts, and am too late to set a recurring payment from a June one, as all the July dates are blanked out. So did a recuring one to start from August, but looks like I have to hand write what I did before, and reinput it as a paid invoice in July, and there are several I will need to do. I am not find Reckon One is time saving.
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Reckon One does not compare to Reckon Accounts unfortunately
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I thought Reckon Accounts was great, liked the "Memorised transactions" that could either be recurring or not. And so many other great features. Unfortunately had to go online, and since Reckon Accounts is only one user, and we now have two, that doubles the cost for hosted unfortunately, ergo Reckon One.
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yes I understand the cost is daunting
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