BankData and Payee

Options
lifechurch
lifechurch Member Posts: 4 ✭
in Accounts Hosted

I am using Reckon Accounts Hosted 2020. Our Bank is Bendigo Bank.

When I download and view the details ... instead of "Payee" it displays "Description" of each bank transaction and off course this is not recognised and a window comes up with "Name not found" and wants me to add a new name??????

The "downloaded transaction " window shows the "description" under the "Payee"

eg Jack Bean deposits $150 to our bank account and adds a description "Invoice 12345" ....... In Reckon (Downloaded Transactions) it shows under Payee ... as "Invoice 12345" ... I need it to show "Jack Bean".

Hope there is an answer to this.

Comments

  • lifechurch
    lifechurch Member Posts: 4 ✭
    Options

    Hi Zappy. Tried that with same result. I'm new to using BankData so I've been ploughing through this for the past couple of days .... trying to get my head around it. I must have watch a dozen youtube clips and they seem to actually show that the banks description comes up under Payee ??? That just dosn't make sense to me especially when I'm trying to add a rule.

  • Kris_Williams
    Kris_Williams Member Posts: 3,293 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    Options

    I do it the old fashioned way, don’t download from bank

Categories