Managing Transactions

To record a recurring transaction (Bank Register)

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

1. Click Bank Register from the Banking Command Center.



2. In the transaction entry section, select Spend Money or Receive Money as the transaction Type.



3. Click the Use Recurring button to open the Select a Recurring Transaction window, where you can choose from a list of recurring Spend Money or Receive Money transactions that were created in the Bank Register.



4. Highlight the required recurring transaction and then click the Select button.



5. 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

6. 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 (Reminders window)
• To record a recurring transaction (transaction window)
• 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