Fields in this window
Save Recurring Template window

Window Overview | To use this window | Fields in this window | To find this window


Name

Enter a name for this recurring transaction. We suggest you make the name as descriptive as possible, so you can quickly find the transaction in the list of transactions in the Recurring Templates view of the Sales Register or the Select a Recurring Transaction window.

Frequency

Select a frequency from the list to determine how often you should be reminded to record this recurring transaction.

Depending upon your selection, the Remind Every field - and related fields, possibly - will appear, containing various time frame choices that are appropriate for the selection you made here.

Remind Every...

Select the time frame you wish to use, according to the frequency you selected in the Frequency field. Depending upon your selection, various time frame combinations can be entered in this field. Other fields, such as Beginning, may appear to the right of or below this field to help you define the time frame better.

Cancel button

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

Save Template button

Click this button to save this recurring template.