Recurring Transactions


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Recurring Transactions table

In order to avoid rewriting always the same texts, it is possible to store transaction groups in the Recurring transactions table (Account2 menu). These can be retrieved and entered into the Transactions table by means of code.

When positioned on the "Doc" column of the Transactions table, the program proposes the list of the recurring transactions, grouped per code. If one of these rows is being selected:

  • The program enters the recurring rows that have the same code.
  • Completes the entered rows with the date and other values that have been entered earlier.
  • Enters progressif number in the "Doc" (based on earlier entered values)

Entering recurring transactions

  • Enter into the Recurring transactions table (or copy from the Transactions table) the transaction rows that should be retrieved regurlarly.
  • Enter the code related to the recurring transaction into the "Doc" column.
    The rows that have the same code will be retrieved together (transaction on multiple rows).

  • Progressive numbering of documents "docnum"
    If, in the Transactions, a "Doc" numbering different than the automatic one is being desired, enter a row that contains the code   "docnum" in the Doc column. For the next rows, the type of numbering that has been specified in the Description column, will be applied
    • "0" when no automatic numberting is desired
    • "1"  progressive numbering
    • "cash-1" progressive numbering with the prefix "cash-" (cash-2, cash-3)
      The program replaces the number indicated at the end of the text with the next progressive number.
  • If you wish the program to suggest just one row per code, the description has to be preceded by:
    • An "*": displays just this row and not the others with the same code.
    • An "**" displays just this row, but don't retrieve this row (only title row).
    • An "\*" allows the user to start the description with an asterisk, without it being interpretated as a command.

Carrying forward the recurring transactions into the Transactions table

  • Enter the date and the information of the other columns that should not be modified
  • In the "Doc" column, choose one of the codes defined in the Recurring Transactions table and press Enter.
    • The program enters all the transactions with the same code, repeating the data column and other already entered values.
    • In the "Doc" column, a progressive number is being inserted or one as specified in the docnum
  • Or indicate the code in the "Doc" column and press F6