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  • 1.  Recurring Transaction Entry

    Posted 02-19-2019 11:18
    Customer has a recurring transaction journal for posting deposits.  Is there any way to create and/or memorize a Transaction Journal????

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    Lourdes Sobrino
    LU2 Solutions
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  • 2.  RE: Recurring Transaction Entry

    Posted 02-19-2019 12:25
    Not that I'm aware of, assuming you're referring to the line items/detail.  Maybe a VI Import would help?

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    - Brett
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  • 3.  RE: Recurring Transaction Entry

    Posted 02-19-2019 14:48
    VI import is what I have done for clients

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    Phil McIntosh
    President
    Friendly Systems, Inc.
    Asheville NC
    678.273.4010 ext 5
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  • 4.  RE: Recurring Transaction Entry

    Posted 02-19-2019 16:25
    Sadly, if they would provide the same functionality to all three types of JE's......  Seems like a no brainer.

    I have done what others recommend with the VI.  Is client using AR module?

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    Jeff Schwenk
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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  • 5.  RE: Recurring Transaction Entry

    Posted 02-19-2019 16:34
    We have a process (Canadian EFT) which requires a bank transfer.  Using a new source journal, the Format settings get saved there (type, from / to bank code, offset account...), so the user mainly just needs to click through and enter the $ amount.  This won't work for a large volume of repeated transactions, but might be applicable for more modest requirements.

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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