Managing Transactions

To record a recurring transaction (To Do List)

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

Warning:  When you click Record in the To Do List, the recording of the transaction is complete

1. Click the To Do List on any command center.



2. Click the appropriate tab:

• Recurring Sales

• Recurring Purchases

• Recurring Transactions -- checks, deposits and general journal entries

3. Use the rightmost column to indicate which transaction(s) you wish to record. (Please note: Click the button at the top of the column if you want to select All/None of the transactions.)



4. Click Record. A dialog box appears which prompts you to enter a date for the transactions.

Note: You can use a recurring transaction to record a pre-dated transaction, with a few exceptions

Note: If you want different dates for any of the transactions, click the Windows close button at the top right of the dialog box to return to the To Do List; mark and record the transactions separately.

5. Click OK.

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 (Bank Register)

Related topics

• Recording a recurring transaction
• Creating a recurring transaction
• Changing or deleting a recurring transaction
• To find a recurring transaction