Managing Transactions

To create a recurring transaction using Create Copy

 

If you want to create a new recurring transaction that is very similar, in details and/or schedule to an existing recurring transaction, you can use the following shortcut:

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


  2. Highlight the recurring transaction that you want to copy.


  3. Click the Create Copy button to open the Create Copy (recurring transaction) window.


  4. If the transaction type is Spend Money, Receive Money or Sales Quote/Sales Invoice, a Card field appears.

    Select from the list the card you want to associate with the recurring transaction. You must make a selection for Sales transaction types. For Spend or Receive Money transaction types, a card selection is optional.


  5. The Transaction Name of the recurring transaction you selected in the Recurring Transactions List window is displayed and highlighted in this field.


    You can change the transaction name if you like.
  1. Click the Save button to return to the Recurring Transaction List. The newly created recurring transaction appears in the list.


  2. If there are any transaction details that you want to change from those of the recurring transaction you copied from, click the Edit button to open the Edit Recurring Transaction Details window. Make your changes and save them.


  3. If there is any information in the Edit Recurring Schedule window that you want to change from that of the recurring transaction you copied from, click the Edit Schedule button. Make your changes and save them.


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