Recording recurring transactions

Transactions > Recurring transactions > Recording recurring transactions

Recording recurring transactions

For recurring transactions that are not set up to record automatically, you need to decide when to record them. You can:

▪	record a single recurring transaction from a transaction window

▪	record several transactions at the same time.

You can also record a recurring transaction:

▪	in the Reminders window (if you use the reminders option)—see Reminders

▪	in the Recurring Transactions List window by going to the Lists menu and choosing Recurring Transactions.

To record a recurring transaction from a transaction window

1	Open the transaction window for the recurring transaction you want to use. For example, open the Purchases window if you are recording a recurring purchase transaction.

2	Click Use Recurring. The Select a Recurring Transaction window appears listing only recurring transactions for this type of transaction.

3	Choose the recurring transaction from the list and then click Select. The transaction appears.

4	If necessary, change the date, amount, account and other details.

5	Click Record.

To record several recurring transactions

1	From any command centre, click To Do List. The To Do List window appears.

2	Click the appropriate tab—Sales, Purchases or Transactions (for all other recurring transactions).

In the list of recurring transactions, you can click the zoom arrow (

) to the left of a transaction to view it in detail.

3	Click in the select column () next to the recurring transactions you want to record.

4	Click Record. A window appears requiring you to enter a date for the selected transactions. This is the date that the transactions will be recorded in your journals.

5	Enter a date and click OK.

▪	Recurring transactions

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