Transactions > Recurring transactions > Setting up recurring transactions
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Glossary Index
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 usedTo create a recurring transaction
Schedule the Transaction
4
Select the transaction frequency from the Frequency list.
5
In the Starting on field, type the date the transaction is first due.
note : Pre-dated recurring transactions
You can save a recurring transaction with a start date prior to the system date, provided the date entered is within the current fiscal year and is not in a locked period.
6
Indicate how long you want the recurring transaction to continue.
 
If you want to...
then...
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.
Select Perform this # of times and type the number of times in the adjacent field.
Specify an alert option
In the Alerts section of the window, you can set a reminder to record the transaction or set it to automatically record the transaction and receive a notification when the transaction is recorded.
note : Pre-dated recurring transactions cannot be recorded automatically
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.
 
If you want to...
then...
set a reminder
1
Click Remind.
2
Select a reminder option from the to record this transaction list.
3
If you selected No. days in advance, type the number of days in the adjacent field.
4
Select the user who needs to be reminded from the list adjacent to the option.
5
Continue with step 7 below.
set a reminder for all users
1
Click Remind All Users to record this transaction and select either on its due date or # of days in advance.
automatically record the transaction
1
Click Automatically record this transaction when due and notify.
2
Select the user who needs to be notified from the list adjacent to the option.
3
[Mac only] If you want to publish a reminder in iCal, select the Publish in iCal option.
Specify the transaction ID
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 [...] #.
■
If you want to specify a transaction ID, click Use the following as the [...] #, 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 reappears.
10
Click Cancel to close the transaction window.
The transaction will now appear in the Recurring Transactions List window.
To create a recurring transaction from an existing entry
To edit a recurring transaction
To delete a recurring transaction
Related topics
■
Recording recurring transactions
■
Reminders
■
Publishing to iCal

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