Dear Jeff You have to have an existing transaction (GL/AR etc), and at the bottom of the screen you will see the 'schedule' option.
It will ask for start date, frequency (daily/monthly etc) and no of occurrences. Select any other options depending on the transaction type and save. Transaction will now appear in your recurring list. If anyone reading knows how to automatically change the month in the description field in an AR recurring transaction - ie we invoice many clients monthly for services and we would like the text to include the month year in the text, based on the invoice date. Regards Jean-Pierre _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ /_/_/_/_/_/_/_/_/_/_/_/_/_/_/_/_/_/_/_/_/_/_/ Jean-Pierre Guillou Director *DCDM Management Services Ltd* Tel PABX : (230) 202 3000 Tel Direct : (230) 202 3057 Fax : (230) 208 0086 Web :www.dcdm-ms.com Business Registration Number : CC07051938 ******************************************************************** Privileged/Confidential Information may be contained in this message. If you are not the addressee indicated in this message (or responsible for delivering the message to the intended recipient), you should not read it, nor copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply E-mail. Opinions, conclusions and other information in this message that do not relate to the official business of any member firm of the DCDM Organisation shall be understood as neither given nor endorsed by the firm. On 6 October 2011 03:36, Jeff Kaminsky <[email protected]> wrote: > I see the recurring transactions button. I click on it and once I am there > I don't see how to set up a new recurring transaction. We have 2 from 2010, > but we never used them. And I just can not figure out how we got them set up > in the first place. I want to say I'm missing a button, but the last time I > said that about something else, I was wrong. > > Also I was thinking of setting up recurring transactions for yearly > hardware/software support renewals. We don't have that many, but we need a > system to remind us to contact the customer to see if they want to renew. Is > this a good tool to use for that? I am a spreadsheet maniac but sales wants > to try an automated process if possible. > > Please advise. > > Thanks > > Jeff > > > -- > Jeff Kaminsky > Sr. Accountant / Logistics > IX Systems > 408-943-4100 ext 122 > 408-943-4101 > ______________________________**_________________ > SQL-Ledger mailing list > [email protected] > http://lists.ledger123.com/**mailman/listinfo/sql-ledger<http://lists.ledger123.com/mailman/listinfo/sql-ledger> >
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