Memorizing transactions

By memorizing a transaction, you can save a transaction for later use and create templates for recurring transactions such as loan payments, lease payments, bank charges and utility bills. The Transaction Entry and Point of Sale dialogue boxes provide this option.

To memorize a transaction: 

1. Select Transaction Entry or Point of Sale from the Transactions menu depending on the type of transaction you’re memorizing.
2. Enter the transaction information and click Record. 
3. Click the  to open the Add Memorized Transaction dialogue box.
4. Enter a Name for the transaction, for example, “monthly power bill” or “truck loan payment”.
5. Click Save. The transaction is recorded and memorized. 

To load a memorized transaction:

1. Select Transaction Entry or Point of Sale from the Transactions menu depending on the type of the transaction you’re loading. 
2. Click the  icon to open the Select Memorized Transaction dialogue box.
3. Select the transaction you want to load and click Select. The memorized transaction will load in the Transaction Entry or Point of Sale dialogue box.
4. Edit the transaction, if needed.
5. Click Record. The transaction is recorded. 

Last updated on February 6, 2013 by FCC AgExpert