More options provided for Recurring Transactions
There has been a total overhaul of the process for saving, scheduling and using your recurring transactions.
- The new Recurring Transactions List window (found in the Lists menu) is a central location you can use to manage all your recurring transactions. From this List, you can view and sort transactions, drill down to view and edit transaction details, update scheduling options, delete a transaction or use a transaction.
- With the introduction of the new Recurring Transactions List window, the Recurring Templates tab in the Sales Registers has been eliminated.
- The Save Recurring Transactions window has been renamed the Edit Recurring Schedule window.
- The choices of scheduling frequency have been expanded.
- You can now specify the duration of a recurring schedule (indefinite, until a certain date, a certain number of times).
- You can enter your own ID # for a recurring transaction.
- You can choose to be alerted with the new Reminders window when a scheduled transaction is coming up. This window appears when you launch your company file and from it, you can record the transaction, choose to be reminded again, or skip that period in the recurring schedule.
- You can choose to record a recurring transaction automatically and be alerted with a new Notification window that the transaction has been recorded. This window appears when you launch your company file.
- When you use the Sales Register, you can use the new Save as Recurring selection in the Edit menu to save the highlighted transaction in the register as a recurring transaction.
For more information, see Using recurring transactions.
