Transaction Schedules

Transaction Schedules

Overview

Actions

Field Descriptions

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Use the Transaction Schedules module to document regular movement of money in and out of accounts such as contributions to retirement plan accounts or required withdrawals for living expenses.

Actions

Follow the instructions below to perform tasks such as creating, editing, and exporting Transaction Schedule records.

To…

Then…

Create a Transaction Schedule record

  1. Access the Transaction Schedule Create form using one of the following:
    • Click Accounts > Transaction Schedule > Create Transaction Schedule from the Navigation menu.
    • Click Create New on the Transaction Schedules List View.
  2. Complete the Transaction Schedule Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  3. Click Save to save the record and view its detail page, or click Cancel .

Display a list of Transaction Schedules

Click Accounts > Transaction Schedule > View Transaction Schedules.
The Transaction Schedules List View displays.

Display the details for a Transaction Schedule record

Click the name in the Transaction Schedules List View.
The Transaction Schedule Detail View displays.

Edit Transaction Schedule information

  1. Access the Transaction Schedule Edit View by doing one of the following:
    • Click Edit in the Transaction Schedule Detail View.
    • Click the edit icon (pencil) associated with the record in the Transaction Schedules List View.
  2. Update the information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more Transaction Schedule records

  1. In the Transaction Schedules List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single record by clicking Suppress on the Transaction Schedule Detail View.

Update information related to multiple Transaction Schedules

  1. In the Transaction Schedules List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate transaction schedule information

Click Duplicate in the Transaction Schedule Detail View. Duplication is a convenient way of creating a similar Transaction Schedule records. You can change and save the information in the duplicate record to create a new record.

Find and merge duplicate records

Follow the instructions in Merging duplicate records.

Import Transaction Schedule records

  1. Click Accounts > Transaction Schedules > Import Transaction Schedules from the Navigation menu.
  2. Follow the instructions in Importing data.

Export records

  1. In the Transaction Schedules List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the record.

Account

Click the account related to this Transaction Schedule on the Accounts Popup List View (displays upon clicking the Selection arrow) or the list of Accounts matching the character(s) you enter.

Assigned to

By default, the record is assigned to the creator of the Transaction Schedule record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Transaction Type

Click the type of transaction that will occur.

Transaction Frequency

Click how often the transaction occurs.

Start Date

Click on the Date Selector the first date of the transaction schedule.

Next Transaction

Click on the Date Selector the date of the next transaction.

To Account

Enter details about the destination account if money was moved from one account to another.

Related Account Number

Reenter the related account number if money was moved from one account to another.

Description

Enter additional details about the Transaction Schedule.

Teams*

By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter.

To assign additional teams to the Transaction Schedule, click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records.

This is a mandatory field.

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