Recurring Transfers in Reckon One

Cheryl Medley
Cheryl Medley Member Posts: 143 Reckoner Reckoner
edited August 26 in Reckon One Ideas

I have just asked the question on how to set up Recurring Transfers and have been told it is non existent! So …. How about it? I'm sure many people have regular transfers between their bank accounts, so it would be a REALLY useful feature. Looking forward to hearing it's done!

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  • Rav
    Rav Administrator, Reckon Staff Posts: 14,626 Reckon Community Manager Community Manager

    Hi @Cheryl Medley

    Thanks for raising this idea. Can we get a little more context or detail on the types of transfers you're actioning on a consistent basis so the product team understand your use-case.

    Cheers!

  • Cheryl Medley
    Cheryl Medley Member Posts: 143 Reckoner Reckoner

    Sure. I can do recurring payments and receipts easily, but what I need to be able to do is set up recurring transfers from one bank account to another bank account, that belong to my client. He does about 4 or 5 weekly and I only get to reconcile his accounts each quarter so too much time is spent entering these transfers.

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