Adding Multiple downloaded bank transactions to register.

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  • Updated 3 years ago
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When trying to add multiple transactions with a Rule I receive message... "none of your downloaded transactions have payees recognised by Reckon Accounts".  It says the solution is "You must add each transaction to the account register individually"... doesn't this defeat the purpose of multiple additions?  Is there a way to do multiple additions?  Sorry, couldn't attach screen shot.  Thank you.
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Corinne

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Posted 3 years ago

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Reckon FAQs, Employee

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Hi Corinne,

The message indicates the information in the Payee field on the Downloaded Transactions window does not exactly match a Supplier or Customer name in Reckon Accounts.  This may be because the information contains other information in addition to a Payee name - like a reference for a transaction type and a transaction number.  

Only recognised Supplier/Customer Names can be added with the Add Multiple option.  

If there is insufficient unique information to identify the Payee and associate with a Reckon Supplier/Customer, then the transaction will have to entered manually and individually.  

You can create a Transaction Rule to use some of the words of the Payee field (Payee is: "all words") that can identify the Supplier/Customer and allocate the transaction accordingly.





Hope this helps.

regards,
John