The To Do List

Warning: Using the To Do List to record recurring transactions

If you choose to record recurring transactions using the To Do List window, keep in mind that the transactions will be recorded automatically. If you need to review or change any parts of the transactions before they're recorded, click the zoom arrow to open the transaction in the transaction window.

If you're not sure you want to record a particular transaction using the To Do List, we suggest you use the original transaction window to manually enter the transaction so you have better control over the transaction than you would if you used the To Do List.

1. Click the To Do List on any command center.
2. Click the appropriate tab:

• Recurring Sales

• Recurring Purchases

• Recurring Transactions -- checks, deposits and general journal entries

3. Use the right most column to indicate which transaction(s) you wish to record. (Note: Click the box at the top of the column if you want to select All/None of the transactions.)
4. 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.