The Bank Register window
Everyday tasks > Working with transactions > Using recurring transactions > To record a recurring transaction > The Bank Register window
- Click Bank Register in the Banking Command Center.
- Select the account you want to use for the transaction.
- Click the Use Recurring button to view the list of recurring templates you've created.
- Select the required template and then click the OK button.
- Verify the date, amount, account and other details and make any necessary changes in the transaction window.
- Click Record. The recurring template will be recorded as an actual transaction, and will also remain in the recurring template "holding area" for future use.
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