accpac simply accounting 9.0 Benutzerhandbuch
Chapter 22: Increasing Efficiency
User Guide 22–15
SW9UG 22-23.doc, printed on 1/8/02, at 2:58 PM. Last saved on 1/8/02 10:51 AM.
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Incr
easing
Efficiency
Incr
easing
Efficiency
Entering Transactions that Occur on a Regular Basis
Entering the same transaction every month, like paying rent, can
be cumbersome. Simply Accounting allows you to store
recurring transactions so that you can recall and process them
when you need to.
be cumbersome. Simply Accounting allows you to store
recurring transactions so that you can recall and process them
when you need to.
You can use recurring transactions in the following windows:
■
Purchases, Orders, and Quotes
■
Sales, Orders, and Quotes
■
Payments (when making miscellaneous payments)
■
Paycheques
■
Item Assembly
■
Adjustments
■
Miscellaneous Transactions
Storing a Recurring Transaction
When you store a transaction, Simply Accounting does not
update any accounts. It saves the details so that you can process
them later.
update any accounts. It saves the details so that you can process
them later.
1. In the Home window, open the window in which you want
to create the entry.
2. Enter the transaction as you normally would, but do not
process it.
Store As
Recurring
Transaction
Recurring
Transaction
3. Click the Store As Recurring Transaction toolbar button, and
fill in the information about the transaction.
4. Click
OK.
Using a Recurring Transaction
1. In the Home window, open the window in which you stored
the recurring transaction.
Recall
Recurring
Transaction
Recurring
Transaction
2. Click the Recall Recurring Transaction toolbar button: