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Phoenix - User Help

Navigation: Financial > Day to Day Tasks > Enter Transactions

Scheduling Regular Transactions

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The Schedule Transaction feature allows you to;

Create a schedule to generate transactions to be paid weekly, fortnightly, monthly.

Copy an existing transaction from a previous period into the current period.

Move an existing transaction from a previous unreconciled period into the current period.

Please note - you can only copy, move or schedule transactions within the same account (e.g. you can’t move transactions say from the bank account to the loan account).

Before being able to access the Schedule Transaction feature, you need to make sure:

the List feature is on; and

the transaction you require to copy, move or schedule already exists in the Set of Books.

 

See Also:

Creating a Schedule

To Process, Modify or Delete your Schedules

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