Recurring Transactions
The Recurring Transactions form allows you to enter and save common transactions for later use. For example, you may want to repeat a transaction previously used for a customer several times. Using recurring transactions can save time in repetitive data entry tasks.
Use the Transaction Type combo box field to change the type of transaction you wish to process. Then simply select the transactions that you want to process by clicking in the Process check box for each individual transaction you want to process. You can also click the Select Due button to automatically enter a check mark in the Process field of every transaction that is Due or the Clear All button will automatically remove all check marks in the Process field. After you have selected all the transactions you want to process click the Process button at the top of the form. If you use a Bar Coder or KANBAN you can automatically select transaction numbers to process by clicking the cursor in the Transaction Number field and use the bar coding device to scan a transaction number, which will automatically select a transaction to be processed.
Specifying a Group in the Group field allows you to group transactions per Transaction Type.
This form can be used to add or edit records in the Recurring Transaction form. To add new Recurring Transactions simply click the New button at the top of this form.
There are several helpful options that can be set in the Company Preferences form to help make data entry easier and faster. One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The New button will move the cursor to a new line where you can add a new recurring transaction.
The Save button will save the changes made on this form.
The Delete button will delete the selected recurring transaction line item.
The Undo button will cancel out the last change/s done to the record reverting it to its older state.
The Print button will open the Recurring Transaction Print form, which will display the history of all the processed transactions so they can be printed. You will have the ability to select some or all of the transactions to be printed.
The Process button will process all selected transactions.
The History button will show all the Recurring Transaction History.
The Transactions button is used to drill down a transaction. To do this just place your cursor on the selected transaction and click this button to open the actual transaction.
The Select Due button will automatically enter a check mark in the Process check box of every transaction that is Due.
The Clear All button will automatically remove all check marks in the Process check box.
The Close button will close the Recurring Transactions form.
Press F1 or click F1-Help button at the bottom left corner of the form for help on what this form is all about.
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