Create a Template for Monthly Recurring Charges

Create a Template for Monthly Recurring Charges

For reoccurring monthly expenses follow the following steps to create a template you can use each month.

  1. Click the Bills menu
  2. Click enter bills submenu
  3. Click the new to add a new payable voucher
  4. Select a company from the dropdown list
  5. Click the magnifying glass button to add a vendor
  6. Select a voucher type from the dropdown list
  7. Enter order date by typing on the field or use the calendar button to select
  8. Click start new
  1. Add the Companies Recovery Account
  2. Add $1.00 into the amount column
    • the amount can be changed
  1. Add in a list of Agent Accounts
    • User can edit these each month as needed
    • Add $1.00 into the amount column
    • Each month user can edit the amount accordingly
  1. After adding multiple Agents to the template. Click the Recovery Account - in this case "Broadway". In the amount change it to -4.00.
    • This will refresh the total to $0 for the amount due.
  2. Click post

Set as a template

  1. Click recurring setup tab
  2. Check the box next to save this payable as a template
  3. Enter the name of the template
  4. Click the check button

Next time users do monthly postage (or other expenses) they can choose template from the dropdown.

  1. Go to Bills
  2. Click Enter Bills
  3. Click new
  4. Choose company from the dropdown list
  5. Check the box next to do you want to use a template?
  6. Click the template dropdown

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