Make a Transaction or a Transaction File Recurring
Make a transaction or a transaction file a recurring one if you will be creating and posting it on a regular basis.
When a recurring transaction or transaction file is created, or when a recurring journal entry is posted,
Vantagepoint creates a copy of the transaction or file for the next period instead of using the same item from one period to the next.
To make a transaction or transaction file recurring:
- In the Navigation pane, select .
- Select the type of transaction file that you want to make a recurring one such as Journal Entries or AP Vouchers.
- On the main form of the selected transaction type, select the transaction or transaction file that you want to make a recurring one.
- At the end of the row of the selected transaction or file, click or .
- On the Actions bar of the transaction entry form, click .
If you are modifying a transaction file, when you make it recurring, all the transactions in the file automatically becomes recurring, too.
If the transaction or transaction file that is being made recurring is a journal entry, the Recurring Journal Entry dialog box appears. You can set how often the transaction will recur and other options.
Parent Topic: How to...