To record a recurring transaction (To Do List)

Warning:  The To Do List records recurring transactions automatically

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 rightmost column to indicate which transaction(s) you wish to record. (Please note: Click the button 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.

Related topics

• To create a recurring template
• To find a recurring template
• To change a recurring template
• To delete a recurring template