2. (3) Recurrence Template, go ahead and select recurring journal entries then a new drop-down list with your previous journal entries (Posted and Unposted) (4) Recurring Unit, you can select Days, Weeks, Months. (5) Start Date, when do you want to start the first transaction, please make sure you set future date. (6) Process or Save, if you want to start the recurring, go ahead and click Process, if you want to review later then hit save. Note: Remember these are not bills, invoices or expenses, these are all journal entries.
1. Recurring Transactions To activate recurring transactions menu: Activate technical feature (Developer mode) > Accounting > Advisor > Recurring Transactions > Create. (1) Recurrence or frequency of recurrence, the value should integer number, for example if you want to set monthly transaction: Recurrence => 1 Recurrence Unit => Months (2) Number of recurrence: how many transactions will be generated, for example if you set: Recurrence => 1 Recurrence Unit => Months Number of recurrence => 4 Start Date => 01/01/2017 The system will generate a monthly transaction starting from 01/01/2017 until 01/04/2017, so the number of generated transactions are 4.
- 1077 Total Views
- 1048 Website Views
- 29 Embeded Views
- Social Shares
- 1 Likes
- 0 Dislikes
- 0 Comments
- 0 Facebook
- 0 Twitter
- 0 Google+
- 1 cloud.wrltd.ca
Sales Management & Invoicing8401 Views .
Inventory Management8352 Views .
Getting Started8072 Views .
Customer Relation Management - CRM7197 Views .
adhoc Education Datasheet5771 Views .
Purchase Management4729 Views .
Users-Management4249 Views .
sample-quote customized2273 Views .
recurring-transactions478 Views .
Project Costing191 Views .
Inventory Terminologies139 Views .
USEFUL-LINKS125 Views .