Create Copy (recurring transaction) window

Index

Create Copy (recurring transaction) window

The Create Copy window enables you to:

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Create a new recurring transaction based on an existing recurring transaction’s details.

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Use the same recurring transaction for a different card or cards.

When you create a copy of a recurring transaction, you can edit the transaction details as for any other recurring transaction.

Field Descriptions

Card

This field appears only if the transaction type is Spend Money, Receive Money, Sales Quote/Order/Invoice or Purchase Quote/Order/Bill.

Select from the list the card or cards you want to create the recurring transaction for. You need select a card if the transaction type is Sale or Purchase. For other transactions, a card is optional.

Recurring Transaction Name

The name of the recurring transaction you are copying appears here. Enter a name for the new recurring transaction in this field.

Save

Click to open the transaction window, where you can edit the transaction details for the recurring transaction.

Cancel

Click to close the window without saving your changes.

Tips for this window

Related topics

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Recurring transactions

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Finding a transaction

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Do an initial bank reconciliation

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Create item records Enter your inventory opening balances

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Reconciling your bank accounts

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Creating a customer card

Task 1: Enter information about the customer Task 2: Choose the type of sale Task 3: Enter the items or services you are selling Task 4: Enter additional information about the sale Task 5: Complete the sale Adding and deleting transaction lines, subtotals, and headers in sales transactions

Recording sales with insufficient on-hand item quantities

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Entering a purchase transaction Task 1: Enter information about the vendor Task 2: Choose the type of purchase Task 3: Enter the items or services you are purchasing Task 4: Enter additional information about the purchase Task 5: Complete the purchase Adding and deleting lines, subtotals, and headers to purchases

Receiving items without a bill

Set up an accrual account for items received without a vendor bill Record items received without a bill

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About the multiple-currency feature

Setting up multiple currencies

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Miscellaneous transactions

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Finding forms

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Adding and editing elements

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Contact management

Creating a card

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Reviewing your contact information

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Tracking reimbursable expenses

Task 1: Set up a job Task 2: Assign expenses to the job Task 3: Bill the customer Changing the status of a reimbursable expense

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Auditing your records Reviewing financial information

End-of-period procedures

Month-end procedures

Task 1: Run the Company Data Auditor Task 2: Reconcile your bank accounts Task 3: Review reports Task 4: Send customer statements Task 5: Record depreciation Task 6: Pay payroll taxes Task 7: Lock periods

Starting a new fiscal year

Task 1: Complete month-end tasks Task 2: Perform an inventory count Task 3: Provide information to your accountant Task 4: Enter end-of-year adjustments Task 5: Back up your company file Task 6: Start a new fiscal year Task 7: Optimize and verify your company file

Starting a new payroll year

Task 1: Process the last paycheques for the year Task 2: Print year-end payroll forms Task 3: Print vendor 1099 statements Task 4: Print payroll reports Task 5: Back up your company file Task 6: Start a new payroll year Task 7: Check that you have the latest tax tables Task 8: Optimize and verify your company file

Managing user accounts and company files

Managing user accounts Backing up and restoring company files

Confirming activated company files

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Special considerations for networked company files

Preferences in a network environment Preventing data entry while generating reports Storing custom reports on a network Displaying up-to-date information Improving performance

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