Create Recurring Postings & Transactions
Use this guide when creating AP or AR Recurring Transactions such as orders or invoices.
Step-by-step guide
AP Invoice (Can also be done for other document types)
Create the invoice by navigating to Modules > Purchasing - A/P > A/P Invoice
- Keep the Posting Date, Due Date and Document date fields empty
- Right Click the background of the document and select Save as Draft (Do Not Add!)
Navigate to Modules > Purchasing - A/P > Recurring Transaction Templates
- Give the template a name in the Template fieldÂ
- Select A/P Invoice in the Type field (or the type of document you are wanting to recur)
- Select the Draft you just saved in the Doc. No. field
- Identify the Recurrence Period and Date that you would like the document to generate
- Select the Date you want the scheduled recurrence to start
- The Valid Until field is optionalÂ
- Click Update once finished to save your changes
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The following video will show you how to do this as well as how to create a recurring posting (manual journal entry):
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