Create rules- can only chose IGNORE ?

hotkiwi
hotkiwi Member Posts: 12
edited April 2020 in Reckon One
Question from Newbie. I setup a rule for costs that sit in bankfeed and have been paid. I then have to choose between 'create receipt, 'create payment' or 'ignore'. This does not make sense to me. I do not want to create a payment, as it has already been paid, it is on my bankaccount. If i choose ignore, and reconcile, will it still be taken into account ? Thank you.

Comments

  • Kwikbooks (Professional Partner)
    Kwikbooks (Professional Partner) Member Posts: 824 ✭✭✭
    edited April 2020
    If you set up the rule it should match the payment from the bank to the rule, then all you have to do is click the reconcile.  If it hasn't matched or there is no rule or it has matched to an incorrect rule then you 'create a payment' if it is going straight into an expense account, if it is paying off a bill use 'allocate payment'.
  • hotkiwi
    hotkiwi Member Posts: 12
    edited February 2020
    Thanks Kwikbooks !