Recurrent Transactions

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As you create transactions from day to day, you will find that many transactions get repeated. In order to save you time, Shepherd’s Staff has included some tools to recreate these transactions.

The first tool you have is to copy an individual transaction. You can find the Copy button on the grids for all three types of transactions. This button will create a carbon copy of the selected transaction, except the transaction number will be different and the date will be the current system date. At that point you can edit anything on the transaction just like you would during creation. So, if one of the accounts on this transaction has a different amount this time you can simply change that amount. Whenever you are finished, click OK to save the transaction.

The second tool you have is basically taking the copy function and automating it using Recurrent Transactions. Any individual transaction in any register can be set as a recurrent transaction template. These templates are then kept in their own separate grid. From this Recurrent Transactions grid you can generate multiple transactions at once and even remind yourself that the transactions are due.

  1. Access the Recurrent Transactions grid by going to “Transactions” in the menu bar and choosing “Recurrent.” You can also get there by clicking the “R” button in the toolbar.
  2. From this grid you can add, edit, delete, and generate recurrent templates. However, if you are adding a new template, the easiest way is finding the transaction you wish to copy in it’s respective grid and clicking the “R” button at the bottom of the window. This will create a template based on that transaction.
  3. Once the template is filled out, you can set the details for frequency and date by clicking the Details button.
  4. On the details window, choose the Bank Account, Frequency, and dates for this template. The dates should be kept in the current fiscal year as you can always copy them for the next fiscal year.
  5. Click OK to save the details and then click OK again to save the recurrent transaction template.

 

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