For recurring transactions that are not set up to be recorded automatically, you can:
If you use the reminders option, you can record a recurring transaction from the Reminders window. For more information, see Responding to reminders for recurring transactions.
You can also record a recurring transaction from the Recurring Transactions List window by going to the Lists menu and choosing Recurring Transactions.
To record a recurring transaction from a transaction window
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Display the transaction window for the type of recurring transaction you want to use. For example, for a recurring purchase transaction, open the Purchases window by clicking Enter Purchases in the Purchases command centre.
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Click Use Recurring. The Select a Recurring Transaction window appears listing only recurring transactions for this type of transaction.
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Choose the required transaction from the list and then click Select. The transaction appears.
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Verify the date, amount, account and other details and make any necessary changes.
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Click Record.
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Click the appropriate tab—Recurring Sales, Recurring Purchases or Recurring Transactions (for all other recurring transactions).
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In the list of transactions that appears, you can click the zoom arrow (
) next to the transaction to view it in detail.
) next to the transaction to view it in detail.|
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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.
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