Managing Transactions

To record a recurring transaction (Reminders window)

Note:   Payroll transactions are different from other recurring transactions. (Using the Recurring Pay window)

If you chose in the Edit Recurring Schedule window to receive a reminder alert, the Reminders window is launched when the company file is opened if any reminders for current or upcoming recurring transactions are scheduled for the current date.

1. In the Reminders window, highlight a recurring transaction from the list and then click Record.



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



3. Click Record. The recurring transaction will be recorded as an actual transaction, and will also remain as a recurring transaction for future use.

Step by step

• To record a recurring transaction (Recurring Transactions List)
• To record a recurring transaction (transaction window)
• To record a recurring transaction (Bank Register)
• To record a recurring transaction (To Do List)

Related topics

• Recording a recurring transaction
• Creating a recurring transaction
• Changing or deleting a recurring transaction
• To find a recurring transaction