Import transactions

  • 1
  • Question
  • Updated 5 days ago
  • 1
Hi there, can I ask whether I can import said 50 similar transactions corresponding to number of supplier invoices I receive in to Reckon Accounts by setting a rule/batch entering rather than manually record individual entries. Is there any function which allows me to do that.
Thanks, Kind regards
Photo of Laura

Laura

  • 70 Points

Posted 3 months ago

  • 1
6 days ago
Photo of Julia Sanders

Julia Sanders

  • 130 Points 100 badge 2x thumb
Would be great to be able to import and export transaction rules but I can't seem to find any way to do it. For you it would involve creating one rule, exporting to say Excel, duplicating the entry and making the minor variations/adjustments and then importing back to Reckon.
I have 12 company files with many transactions that are the same in each file, I'd like to be able to create one set of rules and export to be able to then import it into the other 11 files and just make minor adjustments in each file/list, rather than creating the list from scratch 12 times over. Can't find any way to do that though so its very tedious work.
(Edited)
5 days ago
Photo of Graham Boast

Graham Boast, Accredited Partner

  • 10,624 Points 10k badge 2x thumb
Hi Julia

I have set up templates in excel to assist clients import transactions into Reckon. Give me a call and I wold be happy to talk through what you are trying to achieve

Graham 0409317366
graham@reckonhelp.com.au
5 days ago
Photo of Kevin Russell

Kevin Russell, Accredited Partner

  • 43,034 Points 20k badge 2x thumb
Graeme I'm pretty sure the question was about memorizing transactions so that you could replicate them in a new file. I could be wrong. Julia I have templates that will allow you to import transactions. If that's what you are trying to do. kevin@zappy.com.au
5 days ago
Photo of Julia Sanders

Julia Sanders

  • 130 Points 100 badge 2x thumb
I'd like to be able to copy and import transaction rules from file to file (for processing bank data through the bank feed). Can that be done?
5 days ago
Photo of Julia Sanders

Julia Sanders

  • 130 Points 100 badge 2x thumb
The original poster was wanting to import transactions though so her issue is different to mine.
My comment was on the limited functionality in being able to export and import only certain things, which is annoying. Why doesn't Reckon provide the excel templates?
2019-02-19T08:37:06+00:00
Photo of Kevin Russell

Kevin Russell, Accredited Partner

  • 42,968 Points 20k badge 2x thumb
Julia if you read the help files it's all there. I also have my own excel templates. Send me an email kevin@zappy.com.au
  • 1

Powered by Get Satisfaction