We have recurring entries each month (ie utilities, credit card, ext), so the amount changes slightly. Currently you have to go to the recurring entry, update the information - save
Go back in and find the recurring entry, and post
I realize that I have the capability to post the current open entry without saving - but I like to be able to compare month to month costs, and can't do this if I don't save the information.
Seems odd that this isn't set up this way anyway.
by: Sharon S. | over a year ago | Accounts Payable
Comments
Use File > Save/Load template for this. “Templates” should be used for the items that have slightly changing amounts or reoccur on an irregular basis. Recurring records are for those items where ONLY the date changes and it recurs on some sort of regular frequency; the reason for this is because there is a “Post Multiple Invoices” option in the "recurring" windows (for both receivables and payables). This allows the user to post many invoices that recur on a fixed frequency. For example, our company charges 100+ customers monthly security monitoring fees. It’s extremely convenient to post all of these at once, instead of posting each individually. On invoices where you have to tweak/make changes, save as a template and then load when the invoice occurs again, then make your changes and post.
Any progress with this??