Create a Memorized Transaction
Once a transaction has been memorized, you can enter it as a regular transaction in the general ledger at any time.
You can easily use the transactions to add new transactions for each month. You only need to change the necessary information, such as the reference number or amount.
- Under Manage Records, select the Transactions tab.
- In the drop-down list, select General Ledger Transactions and click Go
.
- Click Add/Edit Transactions, then click Memorized.
- Select the transaction that you want to enter in the general ledger, and click Generate Transactions. To select multiple transactions for creation, hold down the SHIFT or CTRL keys while clicking in the transaction list, then click Generate Transactions.
- If you selected to generate only one memorized transaction, edit any information, and click OK.