How do you give a new system Bank account a code

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  • Updated 4 months ago
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I've worked out how to create a new system generated bank account, but how do I allocate that new account an account code
Photo of Justin Parry-Okeden

Posted 2 years ago

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Alan Dodd

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Hi Justin,  I am wanting to know how to do this as well, but I did find a solution to putting the accounts in a particular order without using account codes.  Go to the chart of accounts and you will notice that there is a clickable link 'Reorganise your Asset Accounts" (under assets tab). Then click the expand list arrow next to bank accounts. You can then left click and hold to move the account in the list in the order that you require.  Cheers, Alan
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Rav, Community Manager

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Hi guys,
I've checked in with the Reckon One team around this query. Unfortunately at this point in time users are unable to assign an account code to a bank account or a credit card account.

However, this has been raised with the Reckon One development team to be available in a future release.

I'll update you when I receive any further information.

Cheers
Rav
Thanks Rav
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Jennie

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I would like to be able to do this too.
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Lan-Anh

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I would like to do this as well. Any update on this requested feature from your Dev team?

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Qwerty

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13/07/2018

Hi guys,

Please submit your votes via the link below so we can get this into R1
https://ideas.reckon.com/ideas/RKN1-I...

Cheers.