Recording recurring transactions

For recurring transactions that are not set up to be recorded automatically, you can:

■

record a single recurring transaction from a transaction window

■

record multiple transactions at the same time.

If you use the reminders option, you can record a recurring transaction from the Reminders window. For more information, see Responding to reminders for recurring transactions.

You can also record a recurring transaction from the Recurring Transactions List window by going to the Lists menu and choosing Recurring Transactions.

To record a recurring transaction from a transaction window

Display the transaction window for the type of recurring transaction you want to use. For example, for a recurring purchase transaction, open the Purchases window by clicking Enter Purchases in the Purchases command centre.

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

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

Verify the date, amount, account and other details and make any necessary changes.

Click Record.

To record multiple recurring transactions

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

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

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

) next to the transaction to view it in detail.

Click in the select column (

) next to any recurring transactions you want to process.

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.

Enter a date and click OK.