Transactions > Recurring transactions > Setting up recurring transactions
You can create a recurring transaction in a transaction window, or copy an existing recurring transaction to create a new one. Later on, you can change details of a recurring transaction, or delete one if it is no longer used.
1
|
Enter the transaction details in a transaction window—such as the Purchases window if you make regular purchases from a supplier.
|
2
|
3
|
In the Recurring Transaction Name field, type a name to identify the transaction.
|
4
|
Select the transaction frequency from the Frequency list.
|
5
|
In the Starting on field, type or select the date the transaction is first due.
|
You can save a recurring transaction with a start date prior to the system date, provided the date entered is within the current financial year and is not in a locked period.
schedule the transaction for an unlimited period
|
Select Continue indefinitely.
|
schedule the transaction until a set date
|
Select Continue until this date and type the date in the adjacent field.
|
schedule the transaction for a set number of times
|
In the Alerts section of the window, you can set a reminder to record the transaction, or set for an automatic recording of the transaction and receiving a notification when the transaction is recorded.
If you entered a pre-dated recurring transaction and you set a reminder date, the transaction will display as overdue on the To Do List. Pre-dated recurring transactions cannot be set to be recorded automatically.
|
|||||||||
automatically record the transaction
|
|
7
|
In the Transaction section of the window, specify how you want the transaction ID number to be created.
|
▪
|
If you want the transaction ID number to be one greater than the previous transaction ID, click Use the next sequential number as the [...] No.
|
▪
|
If you want to enter a transaction ID, click Use the following as the [...] No, then type the transaction ID in the adjacent field.
|
8
|
If you want to save your changes to the recurring transaction each time it is recorded, select the Save my changes when I record this recurring transaction option.
|
9
|
Click Save. The transaction window appears.
|
10
|
Click Cancel to close the transaction window.
|
The new recurring transaction will now appear in the Recurring Transactions List window.
You can create a recurring transaction by copying an existing recurring transaction entry, then customising the details for the new one.
1
|
Go to the Lists menu and choose Recurring Transactions. The Recurring Transactions List window appears.
|
2
|
Select the recurring transaction you want to copy and click Create Copy. The Create Copy window appears.
|
3
|
In the Card field, click the search icon ().
|
The Select from List window appears listing only card types relevant to the type of recurring transaction you are copying. For example, a purchase transaction can only be applied to your supplier cards.
▪
|
if you only want to select some cards, click in the select column next to each card required.
|
5
|
6
|
Click Save.
|
The transaction window for the new recurring transaction appears. You can edit the transaction details if required.
|
|
More than one card
|
The Recurring Transactions List window lists all your recurring transactions. Each new transaction has a unique name—the original name suffixed by the name of the relevant card.
To change transaction details for a new transaction: select it and click Edit, make the changes in the transaction window and click Save. The Recurring Transactions List window appears.
|
7
|
If you need to change the schedule details or the name of a new recurring transaction:
|
a
|
Select the recurring transaction and click Edit Schedule.
|
b
|
Make the changes in the Edit Recurring Schedule window.
|
c
|
Click Save.
|
8
|
Click Close.
|
You can edit recurring transaction details (such as the cheque details of a Spend Money transaction) and update the transaction schedule.
1
|
Go to the Lists menu and choose Recurring Transactions. The Recurring Transactions List window appears.
|
a
|
Select the recurring transaction you want to change and click Edit. The transaction window appears.
|
c
|
Click Save.
|
3
|
If you want to change the schedule of the recurring transaction:
|
a
|
Select the recurring transaction and click Edit Schedule. The Edit Recurring Schedule window appears.
|
c
|
Click Save.
|
4
|
Click Close.
|
Deleting a recurring transaction only removes it from your list of recurring transactions. Recurring transactions recorded previously are not affected.
1
|
Go to the Lists menu and choose Recurring Transactions. The Recurring Transactions List window appears.
|
2
|
Select the recurring transaction you want to delete and click Delete. An information message appears explaining that this action will not delete any recorded transactions based on this transaction template.
|
3
|
Click OK to delete the recurring transaction.
|