Managing Transactions

To change recurring transaction details and record a transaction

 

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

If you want the changes you make to the transaction details to be recorded for the current transaction and saved for future use in the recurring transaction, the Retain any changes when I use this recurring transaction option in the Edit Recurring Schedule window must be marked.

Note:  Quantities in the Received column on purchases aren't saved on recurring transactions

  1. Choose Recurring Transactions from the Lists menu to open the Recurring Transactions List window.


  2. A list of recurring transactions you've created is displayed.


  3. Highlight the transaction you wish to change and click the Use Recurring button to open the transaction window.


  4. Make the changes you want to the transaction's details.


  5. Click Record to record the current transaction and save the changed details.


  6. The next time you use the recurring transaction, the new detail will be displayed.


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