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Phoenix - User Help

Navigation: Financial > Day to Day Tasks > Enter Transactions > Scheduling Regular Transactions

To Process, Modify or Delete your Schedules

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To access a list of scheduled transactions for the current month, you have two options:

1.Click the arrow on the right of the Fin_Enter_Button_v10 button and select Scheduled Transactions; or

2.Click on Tasks on the menu bar and choose Scheduled Transactions.

The Scheduled Transactions Due window can also be set to display automatically when you first open a Set of Books.  See Customising Phoenix Financials - General.
 
Fin_Sched_Trans_Due_v10

 

 

In the list of scheduled transactions due, only those transactions in the Current Period or Next Period are able to be selected and posted.  Any transactions that are due to be posted in a period later than Next Period are shown in a lighter colour but are not able to be selected.

You also have the ability to filter the view to show only those transactions which are due to be posted in the respective account's Current Period.  Select the Show Current Period Only tick box.

See also: Creating a Scheduled Transaction

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