Recording memorised transactions correctly
Comments
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Hello Jacki
Check the memorised transaction, it possibly has Number Remaining set as zero, so it will no longer automatically enter in.
Adrian0 -
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
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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.
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I I key in another line with the same GL code it does not retain the memo
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No, this feature doesn't memorise individual lines, it memorises the transaction template itself, in its entirety.
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