🠐 Back to Contents

Transactions for posting

 

Post Recurring Transactions

 

 Select either the warning message "There are Recurring Transactions due for Posting"

on the top of the screen  or select "Post  Transactions" button on the bottom of the screen.

 

 

 

 

A new screen will appear. This lists the recurring transactions that are due but have not been created yet.

 

Select transaction due date (will default to todays date)

 

Select the transaction(s) you wish to create and then select "post". This button is highlighted as soon as you

select a transaction.

 

Unapproved transaction(s) are then created for each record selected on the list.

 

 

NOTE: Once a transaction has been created from this screen it is similar to all other transaction in that

it is amended or voided via the financial transaction screen.

 

Back to Contents