Select the batch that contains the recurring transaction by either typing the batch number or by finding the batch in the grid and double-clicking it. Selecting the Search button will change and toggle the search between Search For Batch and Search For Identity. You can select one or more batches to generate recurring transactions from.

Select this check box to generate transactions from the Recurring transactions in the selected batches.

The Batch column displays the number of all the available recurring batches.

The Identity column displays the name of the user who created the batch and the time the batch was created.

By default, the Date column displays the system date. This can be edited and this is the date all the recurring transactions will be created for.

If you want the system to generate new posting reference numbers for the new transactions automatically, select this check box. If you want to edit the transactions first and have the ability to enter your own posting references, leave the check box unchecked. The default option for this check box is unchecked.

Click this button to create the entries from the Recurring transactions you selected.

Click the Search button to toggle between the two search options of searching by Identity or searching by Batch. When you click the Search button, the box label above the list of batches will switch between Search For Batch and Search For Identity.