I want to setup a regular payment to a creditor so I don't have to re-enter the same transaction every time it is due. How do I do this?
Cashbook provides a method of setting up regular transactions that can be processed automatically. There are 2 sections below:
1. To set up regular transactions
2. How to process regular transactions Please NOTE: regular transactions still need to be processed to be completed
1. To set up regular transactions:
In the Basic Details tab, select whether you would like a Single dissection line (if you only want to create single-account transactions) or Multiple dissection lines (if you want to create multiple-account transactions)..
Click on the Schedule tab and complete the details that you wish to make applicable to this transaction:
2. How to process regular transactions
If there are some transactions in the list you do not wish to process, un-check the box under Process by left clicking once in the box.
Prior to processing transactions it is possible to change the Due Date if required. This can be done clicking the drop down arrow next to the due date for the transaction.
Once only the transactions you wish to process are ticked click on the Process button. To complete processing these transactions click Yes when prompted.
A prompt will then appear, saying Processing Complete. This will have also reset the next due date for each transaction.