Fields in this window
Purchases Register window - Recurring Templates view

Window Overview | To use this window | Fields in this window | To find this window


Search for Recurring Template

Find the template you wish to use by entering its name in this field.

Name column

The template's name appears in this column. You can click the zoom arrow to open the original Purchases window for this transaction.

Status column

The status (quote, order or purchase) of the recurring purchase template appears in this column.

Frequency column

The frequency you chose in the Save Recurring Template window to determine how often you should be reminded to record this recurring transaction appears in this column.

Last Posted column

The date this recurring template was last used to record a purchase appears in this column.

Next Due column

The next date this recurring template is scheduled to be used appears in this column. If the transaction is overdue, an asterisk appears to the right of the date.

Use Recurring button

Click this button to display the template in the Purchases window.

Edit Frequency button

Click this button to display and make changes to your template in the Save Recurring Template window.

Delete button

Click this button to delete the highlighted template.

Print button

Click this button to print the Recurring Purchase Templates report.

New Purchase button

Click this button to display the Purchases window.

Close button

Click this button to close this window.