To create a recurring transactionWhen you create a recurring transaction, you can select how often you want the transaction to be recorded, and for how long you want to schedule it. For example, you can schedule your car payments monthly, for the next 22 months. - Enter the transaction details in a transaction window—such as the Sales window—if you make regular sales to a customer.
- Click Save as Recurring (instead of clicking Record). The Recurring Schedule Information window appears.
- In the Recurring Transaction Name field, type a name to identify the transaction. Schedule the transaction
From the Frequency list select the transaction frequency. UI Text Box |
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| Recurring transaction reports If you specify the frequency and a reminder date for the transaction, you can use the Recurring Transactions reports to keep track of the transactions you need to enter. |
In the Starting on field type the date on which the transaction is first due. UI Text Box |
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| Pre-dated recurring transactions You can save a recurring transaction with a start date prior to the system date, provided the date entered is within the current financial year and is not in a locked period. |
Indicate how long you want the recurring transaction to continue. If you want to... | Then... |
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schedule the transaction for an unlimited period | Select Continue indefinitely. | schedule the transaction until a set date | Select Continue until this date and type the date in the adjacent field. | schedule the transaction for a set number of times | Select Perform this # of times and type the number of times in the adjacent field. |
Specify an alert option In the Alerts section of the window, you can set a reminder to record the transaction, or set for an automatic recording of the transaction and receiving a notification when the transaction is recorded. UI Text Box |
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| Pre-dated recurring transactions cannot be recorded automatically If you entered a pre-dated recurring transaction and you set a reminder date, the transaction will display as overdue on the To Do List. Pre-dated recurring transactions cannot be set to be recorded automatically. |
If you want to... | Then... |
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set a reminder | - Click Remind.
- Select a reminder option from the to record this transaction list.
- If you selected No. days in advance, type the number of days in the adjacent field.
- Select the user who needs to be reminded from the list adjacent to the option.
- Continue with step 7.
| automatically record the transaction | - Click Automatically record this transaction when due and notify.
- Select the user who needs to be notified from the list adjacent to the option.
Note: The transaction will only be recorded on or after the due date, once the selected user signs into the company file. |
Select the transaction ID - In the Transaction section, select how you want the transaction ID number to be created. If you want:
- the transaction ID number to be one greater than the previous transaction ID, click Use the next sequential number as the [...] No..
- to use a specific transaction ID, click Use the following as the [...] No., then type the transaction ID in the adjacent field.
- want to save any changes you make to the recurring transaction each time it is recorded, select the Save my changes when I record this recurring transaction option.
- Click OK. The transaction window appears.
- Click Record to record the transaction showing or click Cancel to close the transaction window. The new recurring transaction now appears in the Recurring Transactions List window.
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