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Skip a scheduled recurring transaction in Reckon One
Learn how to skip the next occurrence of a scheduled recurring transaction in Reckon One, without changing the recurring template. Use this when a transaction doesn’t occur as expected (for example, a supplier skips a month), or when you’ve already entered that transaction by hand and don’t want Reckon One to create a duplicate.
This only applies to scheduled templates. Unscheduled templates never create transactions automatically, so there’s nothing to skip.
This feature is available on all accounting and Reckon Ultimate plans.
Skip the next occurrence
- In the Day to day menu, select Business, then Recurring Transactions.
- Click on the template name to open it.
- Click Skip next occurrence.
- Confirm when asked.
Reckon One updates the template’s next transaction date and reduces its number of occurrences remaining by one. Nothing else about the template changes.
