Memorized Transactions
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1) | Select an existing transaction to be memorized, in the available list.
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2) | View or Edit the existing transaction.
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3) | Click the Memorize Transaction button or press <Alt M> to memorize the transaction.
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1) | Select the Memorized Transactions menu option.
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2) | Click the New button to create a new memorized transaction, or Edit an existing one.
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3) | Select the Memorized Transaction Type.
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4) | Enter an Origin Transaction No. of the transaction to be memorized, or enter details manually.
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1) | Select a Transaction list menu option.
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2) | Click the New button to create a new transaction.
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3) | Click the Memorize Transaction button or press <Alt M> to memorize the transaction.
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The fields on the recurrence tab only apply when generating recurring transactions. These fields are NOT used when recalling individual transactions.
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None | This memorized transaction will not recur. It will be created and done only once.
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Daily | This memorized transaction will recur after a certain number of days. Choose whether to have a new memorized transaction created for each weekday or one memorized transaction per defined number of days.
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Weekly | This memorized transaction will recur on certain days of the week, or on one day per defined number of week(s). Choose which days of the week this memorized transaction should occur on and how many weeks between recurrences.
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Monthly | This memorized transaction will recur on certain days of the month, or on a certain weekday per defined number of months. Choose the day number of each month and how many months between recurrences, or which weekday in a month and the number of months between recurrences.
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Yearly | This memorized transaction will recur annually. Choose the month and day of the date on which it will recur, or the weekday and the month in which it will recur.
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Recurring Transactions will be generated when specified, as you use the program.
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For example, if a memorized transaction is to be created for rent that is due on the first of the month, then the first time that a user goes into anything related to accounts payable in ManageMore, the purchase receipt will be created automatically.
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As another example, if a journal entry is created every Friday to move money from a primary bank account to a payroll account, then the first time after midnight on a Friday that a user goes into anything having to do with accounting or general ledger in ManageMore, the journal entry will be created automatically.
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