When you work in the Finance module from month to month, you will find that many transactions repeat on a regular basis. In order to save time, Shepherd's Staff will allow you to create recurrent transactions to speed up the entry of these regular transactions. Once you have recurrent transactions set up, you'll receive reminders when these transactions come due and you can tell Shepherd's Staff to generate them.
The recurrent transactions grid will show you records of all of your recurrent transactions, otherwise known as recurrent transaction templates.
- To get to the Recurrent Transactions grid, in the Finance module, under Activity, click on "Recurrent"
- The search box will allow you to search for different recurrent transaction types in several different ways, including by Next Date, Amount, Description, Vendor or Bank Account
- The "Type" drop list will let you filter your recurrent transactions by transaction type.
- The "Book" drop list will let you choose which book you're viewing recurrent transactions for.
- The "Status" drop list will let you filter to see your recurrent transactions by status. There are 4 statuses
- Active - These recurrent transaction templates are currently ongoing, and their stop date has not yet passed.
- Expired - These recurrent transaction templates stop date has passed, and all transactions have been generated from it.
- Past Due - These recurrent transaction templates next date has passed, but the transactions have not been generated.
- Suspended - These recurrent transactions have temporarily been stopped from generating any new transactions. They will not appear when generating transactions
- The Freq. box will let you filter your recurrent transactions by their frequency.
- There are options along the bottom of the grid to "Add", "Edit", "Copy", "Delete" and "Generate" your recurrent transactions.
- The "Print" button at the bottom of the grid will provide you with a listing of all your recurrent transactions on the grid currently, which includes the transaction type, Next date, Stop after date, Description and Amount.