Scheduled transactions

Gary's Avatar

Gary

03 May, 2012 11:15 AM

Hi.
How do I schedule transactions such as bills received so that they become payable when due.
In my last app I just input the transactions as normal with a date in the future and they appeared with a reminder to pay when due. These then acted as reminders to pay bills.
Also, can an account such as the current account have two totals - one for cleared transactions and one for all transactions?

  1. Support Staff 1 Posted by Mark on 04 May, 2012 08:44 AM

    Mark's Avatar

    The app doesn't have the facility in the way you have done it. What it can do is run a report for you for this information, provided your entered data is up to date. For example, with purchase invoices, you can run a report to bring up all outstanding debt to a supplier, using the report 'Suppliers aged debt report'. This breaks it up into date ranges.

    I hope this helps you,

    Karen

  2. Mark closed this discussion on 04 May, 2012 08:44 AM.

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