To change a recurring template’s line items and other information

If you haven’t already read the Purchases Overview, see Changing, removing and reversing purchases for more information.

Use this procedure only if your transactions are changeable. See What are changeable and unchangeable transactions? for more information.

The Purchases Register window should be displayed.

  1. Wait until the next time you need to record the purchase.
  2. Select the Recurring Templates tab.
  3. Click the zoom arrow next to the recurring template you’d like to change. The Purchases window will appear.
  4. Make any changes to the line items and other information.
  5. Click Record. Your changes will be reflected in the transaction the next time you display it in the Purchases window.

To change a recurring template’s line items and other information