Record Scheduled Transaction

How to submit a scheduled transaction.

Dashboard

Go to the Dashboard and right click the transaction and select Record Transaction.

Dashboard Page

Record Deposit Dialog

This will bring up the Record Deposit dialog.

Check the details and click OK.

This will post the transaction to the correct accounts and schedule the next instance of the recurring transaction.

Record Deposit Dialog

Dashboard

You can see the next occurrence on the dashboard.

Update Dashboard Page
Last modified July 28, 2020