17295: Scheduled Transactions (DAS)

You can create recurring transactions, choose the frequency to which they occur, and choose to have the transactions go to the Unposted or Posted screen. You must be using the Normal Posting method to utilize this feature (Accounting > Options).

• When transactions post to the Unposted or Posted screens, it will be on the date scheduled as determined by the chosen Frequency.
• A frequency of None means Drake Accounting will post the initial transactions but will not so do again unless the frequency is changed.

To set up scheduled transactions:

1. Go to Accounting > Transactions > Scheduled.
2. Click New.
3. Enter a Group Name to name the reoccurring transactions.
4. Enter the Start Date for the transactions to begin.
5. Enter the End Date for the transactions to end.
6. Choose a Frequency.
7. Select Unposted or Posted.
   • If you are not ready to post transactions and wish to edit them, choose Unposted. 
   • If your transactions will not change and you are ready to post them, choose Posted.
8. Click the new button to enter debits and credits for the transactions. Enter information as necessary.
   • These dates will change for the next time the transactions are created based on the frequency that has been chosen.
9. When finished, click Save. and exit the Scheduled Transactions screen. 

Return to the Scheduled Transactions screen to see processed transactions.

To pause a set of recurring transactions, click on the group in the data grid and mark the Paused check box. Click Save and exit the screen. When you return to the Scheduled Transactions screen, the group will be paused.