Memorized transaction process can only memorize one transaction at a time.
To Memorize a transaction,
- Select a Transaction from the journal entry list that you want to Memorize.
- Go to subtab Transaction -> Financial -> Make journal entries -> List
- Select the journal entry from the list in EDIT mode.
- Then Action -> Memorize.
- Enter the details for the memorized transaction as your needs.
- If you want to change the name of the memorized transaction, enter a new Name , refer- image 1
- Choose one of three options in the Action dropdown list in the Primary Information section:
- Choose Template Only if you want to create a memorized transaction that will be used as a template, but will not create any actual transactions.
- Choose Reminder if you want to be reminded when this transaction is due so that you can view and edit it before you save it.
- Choose Automatic if you want this transaction to automatically post (if you select other than the Action – Template Only, then we need to set the NEXT DATE that the transaction wants to generate. If you check the OVERRIDE TRANSACTION DATE, then you can set NEXT TRANSACTION DATE which will automatically post the transaction.
- Save after entering the relevant details
- If the reminder is set up in the portlet, then we can see the Reminders for the memorized transaction.
- To view the Memorized transaction, Go to Transactions > Management > Enter Memorized Transactions > List. Select it from the list.
- In the list, if you click Enter and Save the transaction, then the corresponding journal entry can be created.
image 1