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Autotransactions

Autotransactions are templates for accounting, which you can use to simplify the entering of Nominal, Sales and Purchase Ledger Transactions.

When a certain type of Transaction occurs repeatedly, you can create a template in which you put all the recurring data once and for all, e.g. a certain combination of Account numbers. Next time you wish to enter this type of Transaction, you can select the automatic function instead. This will create a ready-made Transaction, except for the data that is unique for this particular entry. Examples might include overhead allocations and recurring journals. Autotransactions can thus save labour and ensure that the correct Accounts are used every time.

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