Memorised Transaction List

This screen provides a list of 'memorised transactions". Use the the vertical-nav-24-compact-grey action box symbol to Open, Use or Delete the Memorised Transaction.

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:

To create a memorised transaction during the creation of that transaction select the 'MEMORISE & SCHEDULE' option from the action menu within the document (to the right of SUBMIT button)

To create a memorised transaction from an existing transaction you should open the existing transaction via he OPEN button on the transaction action menu. Select the 'MEMORISE & SCHEDULE' option from the action menu within the document (under the header section).


Clicking on the USE action 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 action will not be available. If necessary OPEN the transaction to switch the Auto Schedule off and the USE button will be available.

Where the details of the memorised transaction need to be changed, simply create a new transaction, and as before return to it, select the 'MEMORISE & SCHEDULE' option and then complete details, using exactly the same name as the original and SUBMIT. As no two memorised transactions can have the same name the original instance will be overwritten with the new details.

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