Transactions > Recurring transactions > Recording recurring transactions
Recording recurring transactions
For recurring transactions that are not set up to record automatically, you need to decide when to record them. You can:
■
record a single recurring transaction from a transaction window
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record several transactions at the same time.
You can also record a recurring transaction:
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in the Reminders window (if you use the reminders option)—see ‘Reminders’
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in the Recurring Transactions List window by going to the Lists menu and choosing Recurring Transactions.
To record a recurring transaction from a transaction window
1
Open the transaction window for the recurring transaction you want to use. For example, open the Purchases window if you are recording a recurring purchase transaction.
2
Click Use Recurring. The Select a Recurring Transaction window appears listing only recurring transactions for this type of transaction.
3
Choose the recurring transaction from the list and then click Select. The transaction appears.
4
If necessary, change the date, amount, account and other details.
5
Click Record.
To record several recurring transactions
1
From any command centre, click To Do List. The To Do List window appears.
2
Click the appropriate tab—Sales, Purchases or Transactions (for all other recurring transactions).
In the list of recurring transactions, you can click the zoom arrow () to the left of a transaction to view it in detail.
3
Click in the select column () next to the recurring transactions you want to record.
4
Click Record. A window appears requiring you to enter a date for the selected transactions. This is the date that the transactions will be recorded in your journals.
5
Enter a date and click OK.
Related Topics
■
Publishing a recurring transaction to iCal
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Reminders

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