Modify a Recurring Transaction

To modify a recurring transaction:

1. Open the relevant transaction window.
2. On the toolbar, click the Recall Recurring Transaction button .
3. From the list, click to select the recurring transaction, and click Select.
4. Make the changes you want.
5. On the toolbar, click the Store As Recurring Transaction toolbar button .
6. (Optional) You can change the name and frequency of the transaction in the Store Recurring Transaction window.

If you do not change the name, the revised transaction replaces the original one. If you save the transaction under a new name, the program adds it as a new recurring transaction and leaves the old one intact.

7. Click OK.

What do you want to do?

Recall a recurring transaction

Create a new recurring transaction

Delete a stored recurring transaction

Published: June 21, 2016
© 2016 The Sage Group plc or its licensors. All rights reserved. Privacy Policy | Copyright/Trademarks