From the course: MYOB AccountRight Essential Training

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Using a recurring transaction

Using a recurring transaction

We've already learnt how to make a recurring transaction as a template so now we need to enter February's payment. This will save us needing to re-key all the information by using a recurring transaction. Down towards the bottom left-hand corner is a button Use Recurring. Click onto the button and we can see our template of monthly pay on insurance. It is already highlighted because it's blue. So let's select it. We do want to use the next check number 147597 but our date needs to be the 15th of February. So let's type 15/2 and Tab. The amount is correct, the memo is correct, the account, and even our GST. All the other details of this recurring transaction are complete. We only had to change the date. So simply go down to Record and click. You've now used a recurring transaction.

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