To create a recurring transaction
When 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.
1 Enter the transaction details in a transaction window—such as the Sales window—if you make regular sales to a customer.
2 Click Save as Recurring (instead of clicking Record). The Recurring Schedule Information window appears.
3 In the Recurring Transaction Name field, type a name to identify the transaction. Schedule the transaction
4 From the Frequency list select the transaction frequency.
TIP: 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.
5 In the Starting on field type the date on which the transaction is first due.
NOTE: 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.
6 Indicate how long you want the recurring transaction to continue.
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.
NOTE: 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.
Select the transaction ID
7 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..
- if you want to use a specific transaction ID, click Use the following as the [...] No., then type the transaction ID in the adjacent field.
8 If you want to save your changes to the recurring transaction each time it is recorded, select the Save my changes when I record this recurring transaction option.
9 Click OK. The transaction window appears.
10 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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