Administration > Creating Schedules

Creating Schedules for Recurring Transactions

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Schedules Screen

Schedule Details Screen

Use the Schedules screen to create schedules for recurring transactions that you process in General Ledger, Accounts Receivable, and Accounts Payable.

Notes:

To create a schedule for recurring transactions:

  1. Open More > Common Services > Schedules.
  2. Enter a schedule code and a description for the schedule.

    Tip: To avoid confusion between similar schedules, give each schedule a clear and distinctive code and description that reflects how it is applied.

  3. Specify the user or users who will be reminded to process the schedule.
  4. Select the recurring period and the frequency of processing within that period.
  5. Click Save.