Standing Orders

T J Ayres's Avatar

T J Ayres

29 Apr, 2016 08:48 AM

I cannot see how to set up Standing orders or to auto transfer between accounts

  1. Support Staff 1 Posted by Jenny on 29 Apr, 2016 11:04 AM

    Jenny's Avatar

    Hi,

    You can use reminders to accomplish this, from within Tools --> Reminders, and select 'New Transaction Reminder'. You can enter the relevant transaction details, and enter the 'repeat' frequency for the transaction. You can also have the transaction enter the register manually or automatically by using the 'Auto-Commit' option. Selecting '0' days will enter the transaction on the selected date. You can read more about Reminders within the User Guide, specifically Chapter 8, Page 56.

    I hope this information is helpful. Please let me know if you have any questions.

    Jenny
    Infinite Kind Support

  2. System closed this discussion on 30 Jul, 2016 03:53 AM.

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