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Add a Memorized Transaction

  1. Under Manage Records, select the Transactions tab.
  2. In the drop-down list, select General Ledger Transactions and click Go .
  3. Click Add/Edit Transactions.
  4. Click Memorized, then Add.
  5. In the drop-down list, select a Transaction Source.
  6. Enter the appropriate transaction information, then click OK.
  7. Enter a description for the memorized transaction.
  8. Click OK, then Yes.