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Recall Repeating Transaction
Posted: Wed Nov 15, 2017 1:00 pm
by KPegram
Is there a way to make an unposted fund accounting transaction "repeating"? I missed checking the box before saving. Thanks,
Re: Recall Repeating Transaction
Posted: Wed Nov 15, 2017 1:49 pm
by NeilZ
RClark wrote:Is there a way to make an unposted fund accounting transaction "repeating"? I missed checking the box before saving. Thanks,
You would have to enter the transaction again, then save it. You can then delete it from the unposted transactions queue.
Re: Recall Repeating Transaction
Posted: Mon Nov 20, 2017 1:41 pm
by Zorak
Actually, there is a Maintain Repeating Transactions screen in Accounting > Fund Accounting > Setup. Open that screen and click Add. That will save you from having to create a real transaction and deleting it after the fact. Sorry I missed this post a few days ago!
Re: Recall Repeating Transaction
Posted: Mon Nov 20, 2017 3:50 pm
by NeilZ
Zorak wrote:Actually, there is a Maintain Repeating Transactions screen in Accounting > Fund Accounting > Setup. Open that screen and click Add. That will save you from having to create a real transaction and deleting it after the fact. Sorry I missed this post a few days ago!
Of course ... been rather distracted these few days ... thanks for catching that
Re: Recall Repeating Transaction
Posted: Tue Nov 21, 2017 8:18 am
by KPegram
Great! Thank you!