Memorised Transaction List

This screen provides a convenient list of '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 automatically repeat at regular intervals determined by you.

The following transactions can be memorised:

Supplier Bills

Invoices

Cheques (not bill payment cheques)

Debit card payments

Credit card payments

Direct Debits

Standing Orders

BACS payments

CHAPS payments

Online payments

Journals

Takings VAT Breakdown

To create a memorised transaction you should open an existing transaction via an Edit button, select the 'Memorise' tab and then click the 'Memorise' button.

Use

Clicking on the USE button for a memorised transaction will immediately create and save a new transaction based on the memorised transaction and open the transaction for editing.

Note, If Auto Schedule has been set for the Memorised transaction then the USE button will not be available. If necessary EDIT the transaction to switch the Auto Schedule off and the USE button will be available.