Record a Transfer between Reckon Accounts Personal not showing on the No Tax Code Assigned report

Legacy KB ID: 2760

Question

Why aren't the transfer(s) showing on the No Tax Code Assigned Report when recording a transfer between Reckon Accounts Personal?

Answer

In order to show the transfers on the No Tax Code Assigned Report, follow the steps below:

1. From the account register, locate and select the transfer.
2. Click the Split button.
3. Click OK
4. Re-save the transaction by clicking the Enter button.
5. Re-generate the No Tax Code Assigned Report - Reports > Business > No Tax Code Assigned Report
6. Click Customize
7. Modify the date range.
8. From the Advanced tab, select Include All from the Transfers drop-down list.
9. Click OK

The report will now display the transfer(s).

Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/reckonaccounts

Or Log a Support Ticket: https://www.reckon.com/au/support/