Managing Transactions

To record a recurring transaction (transaction window)

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

1. Open the transaction window in which you created the recurring transaction.



2. Click the Use Recurring button.



3. Select the recurring transaction from the list and then click Select.



4. 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

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

To record several recurring transactions of various transaction types at one time, use the Recurring Transactions List window.

Step by step

• To record a recurring transaction (Recurring Transactions List)
• To record a recurring transaction (Reminders 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