How to change a funds transfer to an expense in Reckon One?

Anita
Anita Member Posts: 16 Novice Member Novice Member
edited November 30 in Reckon One

I accidentally made a transfer instead of an expence. How do I change that. In reckon on under R1 transactions it does not give me an option to make a change.

Thanks in advance for help

Anita

Best Answers

  • klaura
    klaura Reckon Staff Posts: 497 Reckon Staff Reckon Staff
    edited November 30 Answer ✓

    Hi @Anita,

    Unfortunately, you can't just turn a funds transfer into an expense after you've saved it.

    I suggest deleting the transfer in R1 Transactions and then creating a new expense. You can do this by clicking the Add Payment button and assigning it to a bill if needed.

    image.png

    Or navigate Day-to-Day → Money Out → Make Payment.

    I hope it helps.

    Kind regards,

    Karren.png
  • Anita
    Anita Member Posts: 16 Novice Member Novice Member
    Answer ✓

    Thanks Karren, Another question, how do I get a transfer report. I want to be sure transferred funds were not sales.

    cheers Anita

Answers

  • klaura
    klaura Reckon Staff Posts: 497 Reckon Staff Reckon Staff

    Hi Anita,

    Apologies for the late reply. I believe that one of our colleagues has already responded to your questions in a different thread.

    Kind regards,

    Karren.png
  • Anita
    Anita Member Posts: 16 Novice Member Novice Member

    Hi Karen, That was a different problem. He replied to the Detailed P+L problem and the info was of no use to me.

    His reply was "

    "Please note you can find the P&L report under reporting-> Reports and select Financial in categories."

    Totally inadequate especially considering all the effort I have put into explaining the situation with screenshots and information. Someone in the community answered that problem , but he replied to the P+L or general ledger problem and the reply was of no help to me.

    Please note you can find the P&L report under reporting-> Reports and select Financial in categories.

    Please see my reply to your reply about the Detailed P+L info required.

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