From the course: MYOB AccountRight Essential Training
Unlock this course with a free trial
Join today to access over 22,400 courses taught by industry experts.
Using a recurring transaction - AccountRight Tutorial
From the course: MYOB AccountRight Essential Training
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.
Practice while you learn with exercise files
Download the files the instructor uses to teach the course. Follow along and learn by watching, listening and practicing.
Contents
-
-
-
-
-
-
-
-
-
Overview of spending money from the cheque account1m 32s
-
Banking preferences2m 47s
-
Recording Spend Money transactions3m
-
Creating recurring transaction templates4m 17s
-
Using a recurring transaction59s
-
Recording bank charges2m 51s
-
Using recurring transactions for merchant fees48s
-
Viewing transactions3m 10s
-
Challenge: More Spend Money payments1m 15s
-
Solution: More Spend Money payments32s
-
-
-
-
-
-
-