More options provided for Recurring Transactions
There has been a overhaul of the process for saving, scheduling and using your recurring transactions.
- The new Recurring Transactions List window (found in the Lists menu) is a central location you can use to manage all your recurring transactions. From this List, you can view and sort transactions, drill down to view and edit transaction details, update scheduling options, delete a transaction or use a transaction.
- With the introduction of the new Recurring Transactions List window, the Recurring Templates tab in the Sales Registers has been eliminated.
- The Save Recurring Transactions window has been renamed the Edit Recurring Schedule window.
- The choices of scheduling frequency have been expanded.
- You can now specify the duration of a recurring schedule (indefinite, until a certain date, a certain number of times).
- You can enter your own ID No. for a recurring transaction.
- You can now copy the details and schedules of a recurring transaction to one or more cards.
- You can now choose to update a recurring transaction template based on the last transaction. If you select the Save my changes when I record this recurring transaction option when you make changes to a transaction template, any changes you have made will be saved when you click Record. This will both record the transaction and save any changes you have made to the template.
- You can now record recurring transactions with a start date prior to the system date. However, you cannot:
- use a starting date that is earlier than the conversion date
- use a starting date that is earlier than the beginning of the current financial year
- use a starting date that is within a locked period
- automatically record pre-dated transactions. This means that you cannot select the Automatically record this transaction when due and notify alert in the Edit Recurring Transaction window.
- You can choose to be alerted with the new Reminders window when a scheduled transaction is coming up. This window appears when you launch your company file and from it, you can record the transaction, choose to be reminded again, or skip that period in the recurring schedule.
- You can choose to record a recurring transaction automatically and be alerted with a new Notification window that the transaction has been recorded. This window appears when you launch your company file.
- When you use the Sales Register, you can use the new Save as Recurring selection in the Edit menu to save the highlighted transaction in the register as a recurring transaction.
- There are now two ways to find a recurring transaction in the Recurring Transaction List window. You can either:
- sort the transactions by name, type or frequency
- search for a transaction by name, amount and next due date.
For more information, see Using recurring transactions.
