Managing Transactions

To record a recurring transaction (Reminders window)

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

The Reminders window is launched if:

• You chose in the Edit Recurring Schedule window to receive a reminder alert.
  
  -- and --

• When the company file is opened, 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.

Note: You can use a recurring transaction to record a pre-dated transaction, with a few exceptions

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