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Regular transaction manager request Expand / Collapse
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Posted 14/07/2008 1:09:36 PM
Junior Member

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Last Login: 16/08/2014 8:57:17 PM
Posts: 8, Visits: 58
THis would be a useful feature

thanks

Post #3991
Posted 20/07/2008 5:39:56 PM


MySF Administrator

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Group: Administrators
Last Login: 19/06/2015 3:22:19 AM
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There are two types of these currently available in MySF Manager.

Regular transactions (Cash and Journal Processing > Regular Transaction Manager) are designed to handle regularly recurring transactions such as bank fee payments or rental receipts. These can be scheduled to be posted, with user confirmation, at specified intervals. Regular transactions cannot be edited before processing. If you need to process a transaction with different information then you should cancel the regular transaction and process another manually.

Predefined transactions (Cash and Journal Processing > Predefined Transaction Manager) are designed to enable users to enter some information about a transaction which occurs at either irregular intervals or with varying information. These transactions can be called up at any time, completed / modified and then processed. The predefined transaction stays on record so that it can be recalled again whenever it is needed.

Regards,

MySF
Post #3996
Posted 21/04/2010 3:33:44 PM
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Last Login: 20/06/2017 1:51:36 PM
Posts: 15, Visits: 64
It would be great if the regular transaction supported regular bank interest which usually do not have a fixed value.  This must be a very common activity that many administrators need to execute.  Predefined transactions go some way but not far enough for this corner case.
Post #4538
Posted 21/04/2010 6:56:08 PM


MySF Administrator

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Last Login: 26/07/2017 11:15:18 PM
Posts: 254, Visits: 1,078
Hello,

A regular transaction is one designed to handle regularly recurring transactions such as bank fee payments or rental receipts who's information does not change. Because bank interest amounts differ, a regular transaction would not be suited.

You should create a predefined transaction so every time you receive bank interest, all you need to do is process the predefined transaction with the new interest amount and the date you received the interest. All other details on the screen are predefined.

I am not sure what kind of specific features you are looking for so could you please provide some additional information.

Regards,

MySF
Post #4541
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