Recurring Transactions

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Recurring Transactions allows you to set up transactions that you want to repeat on a regular basis.

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When creating or modifying a transaction, tick the Recurring Transaction checkbox if you want to set your current transaction as a template so that you can use it again for your future transactions.
Once ticked, the recurring transaction form will appear.

Enter the Template Name.
Select the Type,
- Select Scheduled if you want to automatically create the transaction based on the date and time that you have set or select Unscheduled if you only want to have a template for the transaction you're creating.

If Scheduled type is selected,

Select the Interval of the recurred transaction to be created on daily, weekly, monthly, or yearly basis.

Daily Select the gap interval day/s.	Weekly Select the gap interval week and choose the exact day.

Monthly Select the interval by month.

Select Day to choose the exact date.	Select between First to Last and choose the day.

Yearly Select the interval by year and choose the month and the date.

You may keep it as None or you may select By and select the End Date,	or select After and input the number of Occurences you wish to use the template on your transactions.

Head to Maintenance and select Recurring Transactions to view the list of created recurring transactions.

Updating

To update the template, click the table row of the template to view the transaction template.

Cancelling

To cancel a template, tick the checkbox of recurring transaction template, click Bulk Action and click Cancel.

Other action

Click Use button to use the template for a new transaction.
Upon creating the new transaction, you may check the recurring transaction checkbox to create a new template for the new transaction you have created.

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