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View recurring transaction history in Reckon One
Learn how to view the history of a recurring transaction template in Reckon One, so you can see when it was created, edited, skipped, used, deactivated or deleted to create a transaction.
This feature is available on all accounting and Reckon Ultimate plans.
View a recurring transaction's history
- In the Day to day menu (Business section), select Recurring Transactions.
- Click on the template name to open it.
- Click View history.
The history shows every change made to the template in order, including when it was created, any edits, and each time it was used to create a transaction, whether that happened automatically (for scheduled recurring templates) or you created them on demand. It also shows when a scheduled recurring transaction has been skipped.
