Editing a Recurring GL Transaction

  • Updated

To edit/add to a recurring transaction in GL:

1. In GL Manager, click on New, Tools, Recurring List.

2. Select the item from the list you want to edit and click Create.

3. Call up the transaction you have just created and make your edits/additions.

4. Click Tools and Make Recurring.  At the prompt, give it the same name as the existing item. When prompted to confirm overwriting the existing, click Yes/OK.

Note: If you don’t need the actual transaction created during this process, delete it.

Was this article helpful?

/