How Do I Set Up A Repeat Income?
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- Click Income
- Click Record Income
- Tick Repeat Income
- Enter details of the repeating income, when complete click Save
Note: Add a text reference in Your Reference and Supplier's reference boxes when entering details. These are optional
- Enter the criteria for the repeat transaction
Note:
Start Date - The date of the first expected transaction
Repeat - The frequency of the repeat income.
End Condition - How many transactions are needed or the date of the last one.
- Click Finish when complete
The system will prepare Income transactions for posting to the system. The system will show a reminder after log in that a repeat transaction needs to be dealt with.
The system will not put a repeat transaction in the books unless authorised via the link after login or via Settings, Accept Repeat Transactions.
Options to Accept, Accept & Edit or Dismiss the transaction when it repeats are available.
Accept - Posts the transaction with a single click.
Accept & Edit - Display the transaction edit screen allows full editing of the triggered transaction (date, headings, amounts etc).
Dismiss - Discards the triggered event. The next repeat will appear as expected.
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