How do I memorise a transaction in Reckon Accounts?

Legacy KB ID: 608

Question

I have a certain transaction that I need to enter every month, how can I set it up so that I don't have to keep re-entering all the information?

Answer

If you have transactions that occur often, such as monthly bills or recurring invoices for clients, you can save time by memorising the details of the transactions. Once you memorise a transaction, you can have Reckon Accounts re-enter it for you at any time. You can even have Reckon Accounts automatically enter the transaction at intervals you specify.

Restrictions:

  • You cannot memorise the following transactions: 
  • Receipt or deposit of payments 
  • Bill payments  Paycheques 
  • Time records 
  • Sales tax payments 
  • YTD payroll adjustments

To memorise a transaction in Reckon Accounts:

  1. Enter the transaction as you would like it memorised. Tip: If the content of certain fields will change each time you recall the transaction, leave those fields blank. For example, you might want to leave the Amount field blank on your monthly utility bill. That way, you can fill in the amount each time you recall the bill.
  2. From the Reckon Accounts Edit menu, choose Memorise.
  3. In the Name field of the Memorise Transaction window, enter a name that will help you recognise the transaction in the Memorised Transaction list.
  4. Select options and enter information in the detail area of the Memorise Transaction window to indicate how you want Reckon Accounts to handle the transaction. (If you need detailed assistance, press F1 while the Memorise Transaction window is open.)
  5. Click OK to memorise the transaction.
  6. If you are entering the transaction information for future use and do not wish to record the transaction now, click Clear to close the transaction window.


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/

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