Autotransactions
This page introduces the Autotransactions feature in the Nominal Ledger.
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An Autotransaction is an accounting template that you can use to simplify the entering of Transactions of the same type. You can use Autotransactions in Transactions, Simulations, Purchase Invoices and Expenses.
When a certain type of Transaction occurs repeatedly, you can create an Autotransaction (i.e. a template) containing the recurring data, such as a particular combination of debit and credit Accounts or an assignment of Tags/Objects. Whenever you need to enter a Transaction of this type, you can use the Autotransaction to bring the recurring data (e.g. the debit and credit Accounts) into the Transaction . This will create a ready-made Transaction, except for the data that is unique for the particular entry. Examples might include rent payments, salary payments and recurring journals. Autotransactions can thus save labour and will ensure that you use the correct Accounts and/or Tags/Objects every time.
The Autotransactions feature is described on the following pages:
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Settings in the Nominal Ledger:
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