AutoCount Accounting: Recurrence (GL)
Introduction to AutoCount Recurrence (GL)
This AutoCount Recurrence module allows authorized users to define recurring transactions and create them manually or automatically. In additions, payments can be daily, weekly, monthly, and yearly.
AutoCount Recurrence (GL) Video Guide
Enabling Recurrence
Go to Tools > Program Control > Module Settings
Check the Recurrence box to enable it
Setting Recurrence for Transaction
1. Name the recurrence
Firstly, provide a unique name for the recurrence.
2. Document number Format
Document number format for recurring transactions. (Refer to General Maintenance and Document Numbering Format Maintenance)
3. Select Debtor Account
Thirdly, select the debit account for which you want to create a recurring transaction. In addition, you can select multiple customer accounts to repeat.
4. Frequency of Recurrence
After that, choose to create daily, weekly, or monthly (12 months in a year) recurring transactions.
5. Period Setting
Next, select the interval setting for recurring transactions. To clarify, this setting will vary depending on the daily, weekly, or monthly option.
6. Range of Recurrence
After that, you have to set the recurrence range, start date, and end date. To summarize, the end of the recurrence can occur after a certain number of occurrences or end on a fixed date.
7. Generate Date for Recurrence
Next, you have to create recurring transaction date.
8. View Recurrence Information
To display all recurring transaction information based on settings
9. Inactive Recurrence
In addition, you can choose to disable repeat feature.
10. Save and Execute
Next, save them, set repeat and execute the first repeat of the transaction if the repeat range is met.
11. Save Setting
After that, save the repeat settings.
12. Close without Saving
Finally, close without saving.
Managing recurrence
For example: I have set the recurrence to daily billing on Debtor- Auto Count Sdn. Bhd.
Example
The next day when I log in to my AutoCount, the system will auto generate the invoice for billing.
Conclusion
Automating your frequent transactions with Recurrence helps maintain accuracy, saves time, and keeps your financial data organised. When used together with other AutoCount tools, this feature supports smoother operations and better control over your daily accounting tasks.
To gain deeper insight into your data, you might want to explore related tools like the Power BI Dashboard or Advanced Drill Down.
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