Prior to initiating any data recovery procedures, it is imperative to create a recent backup of your company’s data. It is strongly advised not to merely execute the data integrity checks. These processes are quite stringent and may eliminate any data they deem to be...
Sage 50 Recurring Transactions
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
- Open the transaction type you want to make recurring (e.g., Sales Invoice, Purchase Invoice, General Journal Entry, etc.)
- Enter the transaction details as you normally would.
Click the drop-down arrow next to the “Copy” button - Then select “Create Recurring” (In some windows, you may see a “Recur” button instead.)
- 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) - Click OK to save the recurring setup.
To recall and use a recurring transaction later:
- Go to the same transaction screen (e.g., Sales Invoice)
- Use the “Recall Recurring” option (or press
Ctrl + R) - Select the saved recurring entry and process it as needed
