Tips & Tricks: Scheduling Recurring Transactions

In business, certain things occur regularly like lease payments and insurance. For these transactions, you can rely on the Recurring Transactions feature in your Sage Accpac System. Here’s how:

1. Open the Scheduling folder in Common Services, then double-click the Schedules icon.
2. At the top of the screen, type a Schedule Code and Description for this transaction.
3. Select whether you want to schedule a reminder and who will receive notification (if “Specific User” is selected, enter his/her ID)
4. At the bottom of the screen, select the frequency of recurrence (daily, monthly, etc.)
5. Click the Add button
6. Open AR, AP, or GL and attach your recurring transactions to the schedules you’ve created.