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- On the user’s menu panel go to Common Info folder then click Recurring Transactions
- Click Insert button to add a new blank row
- The Invoice is pre-selected in the Transaction Type combo box, select a different transaction type if necessary depending on the transaction to be recurred.
- Click the Transaction No. combo box button and select from the list the transaction you want to recur.
- If necessary, enter any reference detail you want for the recurring transaction in the Reference field.
- The Assign Assigned User is pre-filled with the current user logged in, to change, select from the list of users if necessary.
- The Remind in Advance field is used if you want to be reminded in advance that a transaction is about to be due in selected date. To change add a number on the field representing how many days before the transaction will be due for it to appear on Reminder List.
- The Frequency field is where you set how often a transaction recurs. By default, it is set to Monthly. In case you want to change the setup, click the Frequency combo box button and select a different frequency from the list. Frequency occurrences in a year is as follows:
- Daily = 365
- Weekly = 52
- Bi-Weekly = 26
- Semi-Monthly = 24
- Monthly = 12
- Bi-Monthly = 6
- Quarterly = 4
- Semi-Annually = 2
- Annually = 1
- The Last Process field will automatically be filled in with today's date. Every time you process the selected transaction the Last Process date will be updated with that date.
- The Next Process field will automatically be filled based on the Frequency entered. This can be changed to whatever date you want the transaction to recur again.
- The Due field will show whether the transaction is due to be processed or not. It is the Next Due date that is used as the basis whether the transaction becomes due. If the Next Process date is later than the Business Date, then this field will show as Yes however if it is a date before the Business Date, then it will show as No.
- The Day of Month will be defaulted to the day based on the date of creation of the original transaction. To change, click Day of Month combo box button and select different day from the list.
- The Start Date by default will show the same date shown in the Next Process field. You may set this to any date if necessary by entering date manually or by clicking the date picker button and select different date from the mini calendar screen.
- The End Date by default will show the same date shown in the Next Process field. You may set this to any date if necessary by entering date manually or by clicking the date picker button and select different date from the mini calendar screen.
- Check the Active check box to enable transaction from recurring.
- The Iterations by default will show 1. This is used to display how may times the transaction is to be recurred. Changing the number of this field will simultaneously change the End Date.
- Click Save button to save Recurring Transaction record.
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