After creating a recurring transaction (See How To Create Recurring Transactions), you can now process the transaction. Below are the steps:
- Select transaction that is already Due and is Active.
Image Added - Click Process button and select Yes on message to continue the recurring process.
- After the recurring is done, Batch Posting screen will open showing the created voucher. You can Post it right away or open the created transaction to review.
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Here are the steps on how to process recurring transactions: - After creating a recurring transaction (
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- See How To Create Recurring Transactions), you can now process the transaction.
- Check
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- checkbox.
- If selected transaction is not yet due, this message will prompt.
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- to continue the process.
- Click
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- toolbar button.
Image Modified - After the process, History
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- screen will open. This will display the transactions that is already recurred including the recent recurring transaction.
- Close History screen.
- Next Process
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- date will update to the next recurring date.
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Only active transaction is allowed to be recurred. In case you check the Process checkbox of an inactive transaction, this message will prompt: Image Modified |
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