Create Recurring Cheque Entry

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This explains how to create a template to use for recurring cheque entries.

 

On the ribbon, go to Status and go to the Cheque tab. Add a new status called Template.

 

chequerecurstatus

 

Go to Accounts > Cheque Book and create the recurring cheque, selecting the Status of Template.

 

chequetemplate

 

You can then create a pinned Cheque Book list using the Status of Template.

 

chequetemppinned

 

When it's time to add a new recurring cheque, select this template and make changes as appropriate.

 

Further information

Cheque Book Form

Cheque Book List

Cheque Book Reports

Cheque Book Status

Cheque Details Grid

Cheque Footer

Cheque Number Management

Other Cheque Book Transactions

Pre-Printed Cheques

Add a Cheque

Cancel a Cheque or Deposit

Create Similar Cheque

Dealing with Dishonoured Cheques

Edit a Finished Cheque or Deposit

Edit Cheques and Deposits

Send Bulk Remittance Advice

Write a Cheque From Unbanked Funds