Add a Recurring Transaction

Add transactions that recur consistently throughout the year, like utility bills.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. Click Accounting > Transactions > Recurring Transactions.
  2. Click Add Recurring Transaction and select Expense, Income, or Other.
  3. Complete all fields.
  4. If you want to add another recurrence, click Save & Add Another. Otherwise, click Save.

Generate Recurring Transactions

Recurring transactions that you generate will display in your general ledger.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. Click Accounting > Transactions > Recurring Transactions.
  2. Select the recurring transactions you want to generate and click Generate Transactions.
  3. The generated transactions will now display on the Open tab of your general ledger.
    Note:

    Next Date

    All recurring transactions are organized by their next occurrence date. When you generate a transaction, this updates to display your next occurrence.

Filter Recurring Transactions

Locate a specific recurring transaction.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. Click Accounting > Transactions > Recurring Transactions.
  2. Select a Next Date to view any transactions that recur between today's date and the date selected. Select a Frequency to view any transactions that recur at the selected rate.

Print a List of Recurring Transactions

Print a list of the transactions that consistently recur throughout the year.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. Click Accounting > Transactions > Recurring Transactions.
  2. Click the printer icon. A preview of your transaction list displays.
  3. Click the printer icon for a physical copy or Download for a PDF.