Managing Transactions

To record a recurring transaction (transaction window)

 

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

  1. Open the transaction window in which you created the recurring transaction.


  2. Click the Use Recurring button.


  3. Select the recurring transaction from the list and then click Select.


  4. Verify the date, amount, account and other details and make any necessary changes in the transaction window.


  5. Click Record. The recurring transaction will be recorded as an actual transaction, and will also remain as a recurring transaction for future use.


To record several recurring transactions of various transaction types at one time, use the Recurring Transactions List window.

Step by step

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