Memorized Transactions

Media

You might wish to set up Memorized Transactions if your business has recurring journal entries.

Create a new Memorized Transaction

Create a General Journal entry as usual (General Journal Entries > +)

Click on the Memorize icon on the Action Bar

Fill in the parameters (for more detail on the fields see the section below)

Click Save

The status of the Journal will change to 'Memorized' and on the Journal Entry list, the status column will be populated with 'Memorized'

Find Memorized Transactions

To find Memorized Transactions in the system go to Find Transactions under Accounting on The Explorer. Set the 'Status' drop down to 'Memorized' and click Search.

Memorize Transaction Fields

FieldNotes

Action

Using the drop-down, you can set this transaction to:

  • Create Automatically

    • The transaction will be created again without prompt

  • Remind Me

    • You will be reminded to generate this transaction again

  • Inactive

    • The transaction will cease when this action is set

Frequency

Using the drop-down, you can set this transaction to be created daily, weekly, monthly, quarterly or annually

Next Date

Set the date for when you would like the next transaction to be generated

Number Remaining

Enter a number here of how many transactions are let to be made

Remember its Prices and Costs

Check this box if you would like the prices and costs to be retained by this record

Send Mail

Check this box and insert an email address to send a mail (as a reminder) rather than actually creating the transaction

Remember Transactions in Group

Set up in Setup > Configuration-> Miscellaneous > Memorized Transaction. Allows you to define the MT option in one place (the group) and simply assign this group rather than having to set the parameters each time

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