Managing Transactions

Windows where recurring transactions can be created

Saving a new transaction as a recurring transaction

In these windows, you can enter information and click the Save as Recurring button to open the Edit Recurring Schedule window. There you can save the transaction you are creating as a recurring transaction and set up a schedule for recording it on a regular basis in the future.

• Record Journal Entry window (Accounts Command Center)

• Spend Money window (Banking Command Center)

• Receive Money window (Banking Command Center)

• Bank Register window (Banking Command Center)

• Transfer Money window (Accounts Command Center)

• Sales window (Sales Command Center)

• Purchases window (Purchases Command Center)

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

Saving a recorded transaction as a recurring transaction

In these registers, you can highlight a transaction and select Save as Recurring from the Edit menu to open the Edit Recurring Schedule window. There you can save a selected transaction as a recurring transaction and set up a schedule for recording it on a regular basis in the future:

• Sales Register window (Sales Command Center)

• Purchases Register window (Purchases Command Center)

Note:  Quantities in the Received column on purchases aren't saved on recurring transactions

Related topics

• Using recurring transactions
• Creating a recurring transaction