Recording memorised transactions correctly

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Jacki Dwyer
Jacki Dwyer Member Posts: 5 ✭
edited April 2018 in Accounts Hosted
I have a list of memorised transactions, which are recurring monthly accounts, some are there each month, others I need to go to the list, click on the one I want and change the date. what am I doing wrong?

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  • Adrian_6974554
    Adrian_6974554 Member Posts: 191 ✭✭
    edited April 2018
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    Hello Jacki

    Check the memorised transaction, it possibly has Number Remaining set as zero, so it will no longer automatically enter in.

    image

    Adrian
  • Kathyd
    Kathyd Member Posts: 79 ✭
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    Hi I am trying to create a memorised Bill with a standard memo but I cannot get it to save. What is the best processed to do this please? It is a bill we could create for our other company entity on a regular basis for freight. I have tried saving ti as a Memorised Bill transaction but i must still have the set up incorrect. Hope you can give me step by step instructions

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,408 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited February 2023
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    Hi Kathy!

    Once you've entered the Bill on the screen exactly as you want it to save (memorise), click on Edit along top toolbar then Memorise Bill in the dropdown menu.

    NOTE: In order to have that Bill enter as saved, you need to have it auto-enter - or generate entry of it - it from the Memorised Transaction List itself as this is where you've "saved" that customisation.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Kathyd
    Kathyd Member Posts: 79 ✭
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    I I key in another line with the same GL code it does not retain the memo

    image.png


  • Acctd4
    Acctd4 Accredited Partner Posts: 3,408 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited February 2023
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    No, this feature doesn't memorise individual lines, it memorises the transaction template itself, in its entirety.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

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