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Create a Recurring Transaction

Caution

The transaction template(s) must be created before a recurring transaction may be scheduled.

To create a new recurring transaction:

  1. Select Transactions > Recurring Transactions.

  2. Create a template for the type of transaction(s) needed.  See Voucher Templates or Journal Entry Templates for details.
  3. Create a new schedule and add the transaction to that schedule, or add the transaction to an existing schedule.  See Schedules for details.