Schedule a Memorized Transaction
In General Ledger, you can schedule memorized transactions.
For example, you can set up and schedule recurring journal entries so that you don't have to remember if you've posted them.
You can schedule memorized transactions at the same time you add them, or edit one to schedule it. If you no longer need a memorized transaction to be scheduled, you can clear the schedule.
Just like unscheduled memorized transactions, a scheduled one basically serves as a template for the transaction. You still need to enter the selected transaction to Add/Edit Transactions, and you can update the transaction (such as changing the reference number or amount) if needed before posting it.
- Under Manage Records, select the Transactions tab.
- In the drop-down list, select General Ledger Transactions and click Go
.
- Click Add/Edit Transactions.
- Click Memorized, then Add.
- In the drop-down list, select a Transaction Source.
- Enter the appropriate transaction information.
- In the drop-down list, select a Frequency, then click Schedule.
- Under Schedule Information, select the frequency pattern, Start Date, and appropriate ending option.
- To view a calendar that displays the recurrence dates, click View Calendar.
- When finished, click OK.
- In the Add/Edit Transaction window, click OK, then Yes to save the transaction.