Forum Message

Managing Recurring Transactions

All payments are being automatically recorded as recurring transactions, meaning I have to keep deleting payments and changing the setting. Can I automatically record expenses as 'non-recurring "

thanks


Posted by Liz Lorente on Feb 20, 2020 1:11 PM GMT

Hi Liz,

OK here's what you need to do:

  1. Go to the Transactions list and set the filter at the top of the list to
    'Show: Repeating Transactions'.

  2. Double-click on the first transaction shown and click More Options >
    Repeating Schedule

  3. Remove the tick next to 'This is a repeating payment/invoice' and save
    the transaction

  4. Repeat step 2 and 3 until there are no more repeating transactions



Posted by Solar Accounts Customer Support on Feb 20, 2020 2:35 PM GMT