This screen allows you to maintain memorised transactions.
See 'Memorised Transactions' process for more information

A memorised transaction can be used as a template for a new transaction (see 'USE' below). Alternatively you can schedule memorised transactions to repeat at regular intervals.

The following transactions can be memorised:

Note that when memorising a cheque or debit card payment it is possible to redefine the transaction type as a standing order or a direct debit.

Enter a description for the memorised transaction.

The reference to be associated with the transaction.

Select an IR35 contract from the drop down list in order to associate a transaction with that IR35 contract.

You can automatically schedule the memorised transaction to be created by Liberty Accounts in your accounts on the aniversary date starting with the 'Next date'

If the memorised transaction is to be automatically scheduled, specify the frequency that the transaction should occur.

You can specify the next date for the memorised transaction.

The date can either be entered manually or selected from the pop-up calendar by clicking the  icon. The next date must be entered in the format DD/MM/YYYY, for example, 01/01/2000.

When the next date is recalculated it will always result in the last day of the target month if the current date is the last day of the month or the target month has less days.

For autoscheduled transactions specify the number of times (1 or more) the memorised transaction is required to be posted. After each scheduled posting the number will decrease by one until it is zero and no more postings will be made.

If the number of postings to be made is not known simply enter a sufficiently large number to ensure the postings are continued until you next plan to review your memorised transactions e.g. 9999 will ensure weekly postings continue for 192 years.

You can specify the number of days in advance of the 'Next Date' the memorised transaction needs to appear in your accounts.