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Help Document

Recurring Transactions

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


Top ↑
Creating a Recurring Transaction


  • 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.

    • Select the Start Date and the End Type.
    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.

Recurring Transactions List

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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