Scenario
Enabling Recurring Module
File – Module Selection
1. Tick ‘Recurring’
2. Click ‘Apply’ button.
Remark : This module is an additional module
Solutions
Create Recurring Template
1. Go to Customer –> Invoice Entries
2. elect Debtor
3. Key-in description: no need to key-in the MONTH, system with auto generate
For example, key-in “SINKING FUND FOR MONTH OF”, system will auto display the MONTH and Year of generated
recurring date
4. select GL code, update the description and Amount
5. Note: Do not save this invoice, go to EDIT à Recurring Transaction
6. Click YES to recur the transaction
7. On the following screen, Configure Recurring Template
- Use Share Template : Tick this option if this template apply more than 1 customer, else it will consider as Fixed Template which apply for only 1 customer (Refer to page 11 for sample)
- Transaction name : Keyin name for this template as reference purpose
c. Do Not Remind – System will not prompt any notification when user login.
- Add to Reminder List – System will prompt notification on right bottom when user login.
- Recur Type :
- Daily – Recur the transaction daily base on number of day updated
Example number of days = 3, system will allow to recur the template for 3 times
- Weekly – Recurr the transaction by weekly. Defined day in week.
Example Day In Week = Monday, system will recur the template follow date on every Monday
Expiry Date = System will stop recur transaction untill 30/11/2021 follow Expiry Date
- Monthly – Recurr the transaction by monthly. Define the next date to recur the invoice.
Example if you want to generate next invoice on 01/01/2021, please set the Next date as 1/12/2020 (Which 1 month before 1/1/2021) - Yearly - Select a date to generate Yearly. Set Next Date as 01/01/2020, system will recur transaction start from 01/01/2021 untill 01/01/2023urr the transaction by monthly. Define the next date to recur the invoice.
Example if you want to generate next invoice on 01/01/2021, please set the Next date as 1/12/2020 (Which 1 month before 1/1/2021)
Continue...
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