Setting Up Frequency Codes for Recurring Activity

AccountsReceivableGuide > Accounts Receivable > Setting Up Accounts Receivable > Accounts Receivable Codes > Setting Up Frequency Codes for Recurring Activity

Use Frequency Codes to group together recurring transactions that you want to generate at the same time. These codes are attached to the recurring transaction through the AR Enter Payments/Adjustments window and you can select them when you generate the transactions in the AR Generate Recurring Activity window.

Once you set up Frequency Codes and establish recurring transactions for the group, you can process all the transactions with the same Frequency Code in one step.

To set up Frequency Codes:

1 In the Accounts Receivable module, select Options > Set Up the Frequency for Transactions from the left navigation pane.

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2 Enter a code of up to six characters in the Frequency Code field.

For example, if this code will represent a group of transactions that occur on a monthly basis, your code might look something like MONTH1.

3 Enter a description of up to 50 characters for this Code in the Description field.

For example, you could use First day of every month to indicate the specific day.

4 Save the code.

You can create as many Frequency Codes as you need for your recurring transactions.