Recurring Transactions

If you have transactions that recur each accounting period, with little or no difference in content, such as a journal entry for depreciation, you can create recurring transaction files to save time.

Unlike other transaction files, recurring transaction files are not deleted after they are posted. You can reselect a recurring file in Transaction Entry, change the dates, reverse the amounts, or edit it just as you can any other transaction file. You then resubmit it and make it available again for posting.

You can create recurring transaction files for all of the available transaction types in the Transaction Center.

To set up a transaction file as a recurring transaction file, select the Recurring option on the New File dialog box when you create the transaction file.