To Process your Recurring Entries
Note: If you have any outstanding recurring entries, you will be reminded every time you start Sage Line 50. Click Yes to post the transactions or click No to use Sage Line 50 program without posting them. (You can turn this reminder off by selecting the No Recurring Entries at Startup check box within the Company Preferences option in Settings.)
1. From the Bank Accounts window, click Recurring.
2. From the Recurring Entries window click Process.
The Process Recurring Entries window appears.
3. The program date automatically appears in the Show Due Entries Up To box. You can change this is you want to change the recurring entries that are shown in the Process Recurring Entries window.
If any recurring entries are found that are past their Finish date, a message appears informing you of this and also that they will not be included in the list.
4. You can amend some of the recurring entry details, depending upon the type of transactions. The values you can amend are shown below (Y = can edit, N = cannot edit):
|
Transaction Type |
Net Amount |
Tax Code |
VAT Amount |
|
BP/CP/VP |
Y |
Y |
Y |
|
BR/CR/CR |
Y |
Y |
Y |
|
JC |
Y |
Y |
N |
|
JD |
Y |
Y |
N |
|
PA |
Y |
Standard VAT - N |
N |
|
SA |
Y |
Standard VAT - N |
N |
Related Topics
To Add a Bank/Cash/Credit Card Recurring Entry
To Add a Customer Payment on Account Recurring Entry
To Add a Supplier on Payment Account Recurring Entry