Recurring Code: You can set a code to be used for the recurring transaction

Recurring Description: Enter a brief description for this transaction

GL Code (Credit): Select the credit entry posted

GL Code (Debit): Select the debit entry posted

Dept Code and Job Code: Select the department and job code to be used

Reference No: Enter the internal reference no

Posting Details (Monthly)

Posting Frequency: How many times is this recurring transaction posted?

Start Date: Set the date of the first posting

Finish Date: The finish date is the date of the last posting. This is based on the posting frequency after the start date

Last Posted Date: This is the date of the most recent recurring posting

Stop Posting checkbox: If you tick this, then the transaction does not show up in the Process button

Amount: Enter the amount of the recurring posting transaction

Tax Code: Select the appropriate tax code for this transaction

Tax Amount and Total Amount: These are calculated automatically based on the amount and tax code that you have entered

Transactions button

This opens up a recurring transactions quick view screen for viewing posted recurring transactions. You can view the summary of details and also delete the posted entries from this screen.

Process button

You can select the Process button to post the saved recurring transactions to the GL.