Sage 50 CA Ideas Portal

Automate recurring tasks

I would like to configure a recurring task once and have it appear automatically every month.

Useful for bills, invoices that doesn't change.

Its a feature I've been using in Zoho and probably all other accounting software out there.

  • Vanessa Doré
  • May 15 2024
  • Cindy White commented
    21 May 16:50

    You are able to save recurring transactions of all types and set them as 'monthly' with the date they should happen. Then open your daily business manager with that date, tick on all the items you want to post, and they're posted. I PREFER THIS TO FULLY AUTOMATED TRANSACTIONS, AS IT MEANS THAT THERE AREN'T A BUNCH OF THINGS HAPPENING IN THE BACKGROUND WITHOUT MY CONSENT.