Sage 500

Welcome to the Sage 500 Support Group on Community Hub! Available 24/7, the Forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.

Automatic creation and posting of recurring transactions

Posted By fyu over 3 years ago

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?

Parents

0 lizf over 3 years ago

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.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 lizf over 3 years ago

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.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

No Data

Sage 500

Automatic creation and posting of recurring transactions

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING