Recurrent Transactions Report


This report prints a list of all recurrent transactions that need to be generated based on a specific due date.

It scans recurrent transactions in all Bank Accounts and in all Funds.

  1. You can access the report by going to “Reports” in the menu bar and selecting “Recurrent Transactions.” You can also click the Report button on the Recurrent Transactions grid.
  2. You can include transactions for any or all of the check, deposit, and journal entry templates.
  3. Choose if you want the report to be grouped by transactions type or bank account/fund.
  4. Finally choose the due date to start looking for transactions.
  5. Click Preview to view the report or click Print to send the report directly to the printer.



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