Enable recurring tyransactions

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  • Updated 3 years ago
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A simple way to set up recurring transactions would be fantastic
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Kylie Martin

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Posted 3 years ago

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John Graetz

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Kylie - there already is a simple system in place.  Go to the help menu and key in memorised transactions.  It is as simple as this:
Before recording the transaction, to Edit and then Memorise what ever it is you want to memorise.  The short cut to do this is hit Ctrl key and "m" together and that will bring us the menu for memorising it.  To recall the transaction, go to Lists and click on Memorised Transactions List. If you say have a group of invoices that you want to generate regularly, you can set these up under a group and then with one click of a button, you can generate all of those invoices in the group.  John L G