Sage 50 Recurring Transactions

Sage 50 Tips

Recurring transactions let you store a transaction template (like a purchase invoice, journal entry, or payroll entry) and recall it later without re-entering all the details. You can also schedule them to repeat at set intervals.

Use recurring transactions when:

  • You have fixed or predictable expenses (e.g., rent, insurance, software subscriptions)

Steps to Create a Recurring Transaction

  1. Open the transaction type you want to make recurring (e.g., Sales Invoice, Purchase Invoice, General Journal Entry, etc.)
  2. Enter the transaction details as you normally would.
    Click the drop-down arrow next to the “Copy” button
  3. Then select “Create Recurring” (In some windows, you may see a “Recur” button instead.)
  4. In the Recurring Transaction window, set:
      Frequency: Choose how often (e.g., Monthly, Quarterly, Yearly)
      Start Date and End Date (or choose “No End Date”)
      Number of occurrences (if applicable)
      Reference numbers (optional, but helpful for tracking)
  5. Click OK to save the recurring setup.

To recall and use a recurring transaction later:

    1. Go to the same transaction screen (e.g., Sales Invoice)
    2. Use the “Recall Recurring” option (or press Ctrl + R)
    3. Select the saved recurring entry and process it as needed