Card

This field appears only if the transaction type is Spend Money, Receive Money, Sales Quote/Order/Sales Invoice or Purchase Quote/Order/Bill.

Select from the list the card or cards you want to associate with the recurring transaction. You must make a selection for Sales or Purchase transaction types. For Spend or Receive Money transaction types, a card selection is optional.

Recurring Transaction Name -- [Card Name]

The Transaction Name of the recurring transaction you selected in the Recurring Transactions List window is displayed and highlighted in this field.

• If you're copying the recurring transaction to a single card, `Transaction Name' is followed by `copy'.

• If you're copying the recurring transaction to multiple cards, the label [Card Name] appears after the Recurring Transaction Name field. This indicates that for each card selected, `- Card Name' will appear after the Transaction Name.

You can change the transaction name if you like.

Save button

Click this button to open the Edit Recurring Transaction Details window for the selected transaction. From this window, you can edit and save transaction details for future use of the recurring transaction, but cannot record a transaction.

Cancel button

Click this button to remove all the entries you've made and close the window.