Help Centre

Transactions > Recurring transactions > Recording recurring transactions
in the Reminders window (if you use the reminders option)—see Reminders.
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 transaction you want to use. For example, open the Purchases window if you are recording a recurring purchase.
2
Click Use Recurring. The Select a Recurring Transaction window appear listing only recurring transactions for this type of transaction.
5
Click Record.
To record several recurring transactions
1
From any command center, 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 transactions that appears, you can click the zoom arrow () next to the 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.

Click to show more information

Top of page