- After creating a recurring transaction (See SM How To Create Recurring Transactions), you can now process the transaction.
- Select a transaction by ticking the box beside the transaction type.
- Click Process toolbar button and select Yes on the message box that follows
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- If the selected transaction is not yet due, Validate Process screen will show.
Image Added- Select the transaction then click OK to continue the process
- If the selected transaction is not Active, Validate Process screen will show.
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- Click OK to close the screen. User will not be allowed to process inactive recurring transactions
- After successfully processing a transaction, Batch Posting
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