Sort By

Select to sort the list by Transaction Name, Type or Frequency.

Transaction Name column

This column displays the recurring transaction names, which were set in the Edit Recurring Schedule window.

Type column

This column displays the transaction type of the recurring transaction.

Frequency column

This column displays the frequency of the recurring transaction, which was set in the Edit Recurring Schedule window.

Last Posted column

This column displays the date that the recurring transaction was last posted.

Next Due column

This column displays the date that the recurring transaction is next due to be recorded.

Amount column

This column displays the amount of the recurring transaction.

Edit Schedule button

Click this button to open the Edit Recurring Schedule window, where you can edit the selected recurring transaction's scheduling options.

Use Recurring button

Click this button to open the transaction window for the selected recurring transaction, where you can record the transaction. You can edit fields, if you wish, before you record the transaction (a one-time change that does not affect the recurring transaction).

Create Copy button

Click this button to open the Create Copy (recurring transaction) window, where you can save a new recurring transaction based on the details of the selected transaction. For transactions that involve a card, you will also select the customer (Receive Money or Sales Quote/Invoice).

Delete button

Click this button to delete the selected transaction. Transactions that have already been recorded based on this template are not affected when you delete the template. You just remove the template and eliminate its future use.

Print button

Click this button to print the Recurring Transactions List report.

Edit button

Click this button to open the Edit Recurring Transaction Details window for the selected transaction. From this window, you can edit and save transaction details for future use of the recurring transaction, but cannot record a transaction.

Close button

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