Create a Recurring Transaction

Caution

The transaction template(s) must be created before a recurring transaction may be scheduled.

To create a new recurring transaction:

Select Transactions > Recurring Transactions.
Create a template for the type of transaction(s) needed. See Voucher Templates or Journal Entry Templates for details.
Create a new schedule and add the transaction to that schedule, or add the transaction to an existing schedule. See Schedules for details.