I have been using Reckon One for nearly 2 years with very successful transaction rules. Recently quite a few of my transaction rules no longer seem to be working. I have gone back in and tried to change the rules to make sure the words are correct and even tried re creating a rule but they still don't seem to be working.
I have also added 2 new employees this month into the pay roll module but their payments are not coming up as a 'match' in the imported bank transactions while all previous employees still do.
Any ideas what might be going wrong? I don't fancy manually entering all these transactions every month!
My transaction rules are mainly for income sources through eftpos/cash etc, payments to subcontractors, merchant fees (monthly payments) etc. I do not have invoicing or projects that they need to match, just automatically enter their ultimate destination from the bank feed.
Hopefully that all makes sense.
Jodie
I have also added 2 new employees this month into the pay roll module but their payments are not coming up as a 'match' in the imported bank transactions while all previous employees still do.
Any ideas what might be going wrong? I don't fancy manually entering all these transactions every month!
My transaction rules are mainly for income sources through eftpos/cash etc, payments to subcontractors, merchant fees (monthly payments) etc. I do not have invoicing or projects that they need to match, just automatically enter their ultimate destination from the bank feed.
Hopefully that all makes sense.
Jodie