Repeatable transactions?

Fund Accounting, Accounts Payable, Accounts Receivable, Payroll

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JPrice72
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Joined: Thu Aug 18, 2022 7:18 pm

Repeatable transactions?

Post by JPrice72 »

Is it possible to make a template that could be used for repeatable transactions (recurring bills, recurring payroll entries, etc) that could be recalled each month and then manually enter or confirm the dollar amounts are accurate? That way the line items wouldn't have to be entered every single time?

Zorak
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Re: Repeatable transactions?

Post by Zorak »

There are Repeating items functionality in most every module where it would make sense to have them. There are Repeating Contributions, Repeating Invoices/Checks in Accounts Payable, Repeating Invoices in Accounts Receivable, Repeating Transactions in Fund Accounting. In Payroll, you can effectively set up repeating transactions by setting up all of the individual pay items on each employee with the amounts you want to process by default. Then when you Process Payroll, those amounts would automatically be filled in for you.

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