Overview of the Select a Recurring Transaction window

Overview

Select a Recurring Transaction window

The Select a Recurring Transaction window allows you to choose, change or delete a transaction you previously saved as recurring. You can access this window by clicking the Use Recurring button from any of the following windows:

Record Journal Entry window (Accounts Command Center)

Bank Register window (Banking Command Center)

Spend Money window (Banking Command Center)

Receive Money window (Banking Command Center)

Pay Employees window (Payroll Command Center)

Recurring transactions that appear in this window apply only to the window you used to open this window.

To find the Select a Recurring Transaction window
To find a recurring template
To change a recurring template
To change a recurring template -- Name and/or frequency
To change a recurring template -- Details
To print a list of all your recurring sales templates
To delete a recurring template