Recording memorised transactions correctly

Jacki Dwyer

I have a list of memorised transactions, which are recurring monthly accounts, some are there each month, others I need to go to the list, click on the one I want and change the date. what am I doing wrong?

Adrian_6974554

Hello Jacki

Check the memorised transaction, it possibly has Number Remaining set as zero, so it will no longer automatically enter in.



Adrian

Kathyd

Hi I am trying to create a memorised Bill with a standard memo but I cannot get it to save. What is the best processed to do this please? It is a bill we could create for our other company entity on a regular basis for freight. I have tried saving ti as a Memorised Bill transaction but i must still have the set up incorrect. Hope you can give me step by step instructions

Acctd4

Hi Kathy!

Once you've entered the Bill on the screen exactly as you want it to save (memorise), click on Edit along top toolbar then Memorise Bill in the dropdown menu.

NOTE: In order to have that Bill enter as saved, you need to have it auto-enter - or generate entry of it - it from the Memorised Transaction List itself as this is where you've "saved" that customisation.

Kathyd

I I key in another line with the same GL code it does not retain the memo

Acctd4

No, this feature doesn't memorise individual lines, it memorises the transaction template itself, in its entirety.