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



  1. 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)
      
  2. Transaction name : Keyin name for this template as reference purpose

 

                c.  Do Not Remind – System will not prompt any notification when user login.

 

  1. Add to Reminder List – System will prompt notification on right bottom when user login.
  1. 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)



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