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This text refers to program version 8.5  

Autotransactions

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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:

• Entering, Inspecting and Changing Autotransaction records
  

• Example - Transactions and Simulations
  

• Example - Purchase Invoices and Expenses
  

• Example - Automatic Autotransactions
  

• Deleting an Autotransaction

Settings in the Nominal Ledger:

• Account Classification Types
  

• Account Classifications
  

• Account Short Codes
  

• Account Transfers
  

• Accounting Periods
  

• Auto Eliminations
  

• Autotransactions
  

• Bank Transactions
  

• Brought Forward Balances
  

• Budget Classes
  

• Budget Keys
  

• Calculation Formulae
  

• Electronic VAT Declaration
  

• Fiscal Years
  

• Income & Expense Book
  

• Liquidity Report Info
  

• N/L Accruals
  

• Number Series - Simulations
  

• Number Series - Transactions
  

• Presentation of Balances
  

• Rate Gain/Loss
  

• Rate Gains/Losses
  

• Reconciliation Codes
  

• Reconciliation Settings
  

• Report Settings
  

• Sub Systems
  

• Sub-ledger Control Accounts
  

• Tag/Object Type Control
  

• Tag/Object Types
  

• Tax Reports
  

• Template Transactions, Template Transactions - Accounts
  

• Transaction Settings
  

• VAT Code Control
  

• VAT Code on Transaction rows
  

• VAT Codes
  

• VAT Declarations
  

• XBRL Reporting Elements, XBRL Reporting Settings

• Home page for Nominal Ledger manual
  

• Home page for Standard ERP manual

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