To record a recurring transaction (Bank Register)

Managing Transactions > Using recurring transactions > To record a recurring transaction >>
  1. Click Bank Register in the Banking Command Center.


  2. Select the account you want to use for the transaction.


  3. Select Spend Money or Receive Money from the Type list.


  4. Click the Use Recurring button to view the list of recurring templates you've created.


  5. Select the required template and then click the OK button.


  6. Verify the date, amount, account and other details and make any necessary changes in the transaction window.


  7. 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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