How can I have recurring transactions create a batch and post it automatically?
I've set up the recurring transaction for monthly. I know I can pull in the recurring transaction(s) into a batch Process Journal Entry and post it each monthly manually.
However, I want the system to post it each month with out anyone having to initiate it. Is this possible?
No since Sage 500 ERP transactions have to be manually posted to assign each transaction a posting period and date. What we do is when we know we need a monthly recurring transaction we add it to our monthly month end process checklists.
It would be interesting if someone has figured out a way to automate the process.