How do I set up a recurring transaction?
You may have a General Journal that you need to process every month with basically the same information in it. To save re-entering all the information for the journal every month you could use the journal to create a recurring transaction.
The recurring transaction will enter a new journal based on the information in the original journal you set up to recur. Having created the new journal you can then edit it and make any necessary adjustments needed for the current month before posting it.
Once you have entered the journal that you want to recur in GENERAL LEDGER>GENERAL JOURNAL for one month you can set it up to recur for future months.
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Go to GENERAL LEDGER>RECURRING TRANSACTIONS
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Click on the ADD button
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On the RECURRING TRANSACTION DETAIL form select TRANSACTION TYPE>GENERAL JOURNAL
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Enter a reference for the recurring transaction in the REFERENCE field
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In the TRANSACTION NUMBER field, select the previously entered journal that you want to set up to recur
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Enter the frequency for the transaction to recur in the FREQUENCY field
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Enter the date the journal was last processed in the LAST PROCESSING DATE field
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The NEXT PROCESSING DATE should default to the correct date based on the frequency entered
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SAVE and CLOSE
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This recurring transaction will now appear on the list in the Recurring Transactions form for General Journals.
When the date for the recurring transaction to be processed is reached an entry will appear on the reminder list to let you know that a recurring transaction is due to be processed.
To process the recurring transaction:
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Go to GENERAL LEDGER>RECURRING TRANSACTIONS
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Select the type of recurring transaction you want to process from the Transaction Type drop down box, e.g. General Journal. This will display a list of all the recurring transactions for General Journal that you have entered into SAS2000.
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Put a check beside the General Journal you want to create or click on the SELECT DUE button to automatically select those transactions that are due
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Click on the PROCESS INVOICES button
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SAS2000 will now add a new General Journal based on the information in the journal you set up to recur
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Now go to GENERAL LEDGER>GENERAL JOURNAL and call up the journal that has just been created
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If the recurring transaction is the last journal you have entered click on the LAST button (the arrow pointing to the right with a line in front of it)
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Check the journal and, if required, edit the journal and make any adjustments that are needed for this month
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Having confirmed that the journal is correct you can now POST the journal
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While the example above gives details of setting up a recurring transaction for a General Journal on a monthly basis, recurring transactions can also be entered for Make Withdrawals, Write Cheques, Credit Card Charges, Creditor Bills, or Creditor Deposits. Transactions can be set up to recur on a Daily, Weekly, Fortnightly, Monthly, Quarterly or Yearly basis.
www.tradingpost.com.au
Yes the Trading Post is now online! If you have something to sell or are looking for a second-hand item the Trading Post is a great resource.
The home page of the Trading Post website has a useful Help & Services section. It explains how to search for ads, how to place an ad, about the Trading Post and also provides Trading Post contact details.
To use the site you first need to select your state from the map of Australia on the home page. From here you will be taken to a page that allows you to search by keyword, or, alternatively, to search particular categories within the classifieds. The category search allows you to specify the following:
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The state and region you wish to search within
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The price range you wish to search within
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The age of the ads you wish to search
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Whether you would like the results to be sorted alphabetically or by price
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"They can because they think they can"
Virgil
For more information, please contact:
Heather McKay
Human Edge Software
Phone: +61 3 9690 5004
Fax: +61 3 9690 2802
Email: sas2000@human-edge.com.au
Human Edge adheres to a policy of not sending unsolicited (SPAM) e-mail. You are receiving this e-mail because you are listed as a contact for a product or service that our organisation provides or have requested that this service be activated for you. If you are receiving this message in error or wish to have our records changed please advise us via return e-mail or call us on +61 3 9690 5044
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