Recurring Transaction Details

Polygon Back Office allows frequently used transactions or journals to be stored and then manually reloaded and applied numerous times. This saves the time of configuring the same transaction numerous times. The Recurring Transaction Details form allows you to change the details for a new or an existing transaction. Recurring Transactions can be created for Bank Account Transactions, Supplier Transactions, Client Transactions, General Ledger Journal Entries and Merchant Card Journal Entries. All these transaction types are created using the Recurring Transaction Details form. The transaction type is identified in blue at the top of the form.

Please note: The transaction will NOT be automatically recorded at the interval chosen. This is simply needed to calculate and display when the transaction was last processed and is next due for processing.

From Polygon Back Office,

Access the appropriate transaction file for the type of recurring transaction you wish to create e.g the supplier transactions file. See text above for a list of recurring transaction types.

Either, open an existing a transaction/journal which you whish to make recurring, or,

Create a new transaction/journal which you wish to make recurring.

Then configure the transaction/journal amounts and other details as desired,

Then click the Save as Recurring Transaction button at the bottom of the form. This loads the Recurring Transaction Details form.

•Transaction Type (read only) - This text identifies the type of transaction being edited;

•Frequency - How often will this transaction be used. Options include Daily, Weekly, Monthly, Quarterly or Annually;

•Last transaction - This date indicates when this transaction was last used, changing this date alters the Next Due Date field which determine when this transaction will be recorded next.;

•Next Due Date - This date will be automatically entered next time the recurring transaction is used. This date is calculated by adding the Transaction Frequency to the Last Transaction date;

•Transaction Description - Type a meaningful description of this transaction here. Each Recurring Transaction should have a different description.

See section Recurring Transactions File for instructions how to load this recurring transaction at a later time.