Set Up Recurring Activity
Set up recurring activity for transactions that occurs repeatedly, such as monthly bank charges, quarterly transfers from one bank account to another, or weekly payroll payments. All recurring activity has a Frequency Code attached, which allows you to select and sort which activity you want to process at which time.
If you want to set up recurring activity while you enter activity, you can do so in the Enter Activity window.
To set up recurring activity:
1 In the Bank Reconciliation module, select Options > Set Up Recurring Activity from the navigation pane.
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2 Enter the Bank Account Code or use the Lookup to select the account for which you want to set up recurring activity.
3 Select the type of activity from the Activity Type drop-down and, if you want to attach a category, enter one in the Category field or select one from the Lookup.
4 In the Frequency Code field, select when you want to generate this recurring activity.
5 Enter the bank activity that will recur, including Check # and Payee. For detailed information about the options in this window, see BR Set Up Recurring Activity window.
6 Click Save when you’re finished.
After you set up your recurring activity, see Generate Recurring Account Activity when you are ready to generate the activity.
Published date: 05/21/2021