Recurring entries

Solution Properties

Solution ID:

200427112223682

Last Modified Date:

Thu Jun 01 14:18:26 UTC 2023

Taxonomy Path:

Case category//How do I...//processing

Author:

[email protected]

Recurring entries

Description

This guide explains how to create and process recurring entries. If it doesn't answer your question, you can find further help in our Banking Help Centre >

Recurring entries are a great way to save time. Simply create the payments, receipts, Customer or Supplier Payment On Accounts or journals that happen regularly, such as direct debits and standing orders, and then when the time comes, process them all at the same time. You can even set up a reminder so you don't forget to process them.

The sections below explain how to set a recurring entry up, how to process it when required and how to suspend it, if it's no longer required.

Create a new recurring entry - Read more >

Click Bank accounts, click Recurring items then click Add.
In the Transaction type drop-down, choose the type of transaction you want.
Complete the remaining boxes as required, then click OK.

Process recurring entries - Read more >

Click Bank accounts, click Recurring items then click Process.
If required, you can change the Show Due Entries Up To date and amend any transaction values.
Click Post.

Once posted, if required, you can amend or delete recurring entries as you would normally amend or delete any transaction.

Suspend recurring entries - Read more >

Click Bank accounts, then click Recurring items.
Click the recurring entry you want to suspend, then click Edit.
Select the Suspend Posting? check box.
Click OK then click Close.

TIP: A recurring items prompt appears when you open Sage 50 Accounts. To switch this prompt on or off, click Settings, Company Preferences, Parameters and select or clear the No Recurring items at startup check-box.

[BCB:180:Andy Footer:ECB]