Recurring Transaction Centre
Last updated
Was this helpful?
Last updated
Was this helpful?
The Recurring Transaction Centre serves as a centralized hub where all recurring transactions created within the system are listed and managed. It offers a comprehensive overview of recurring financial commitments and provides relevant details and status updates related to the transactions.
The Recurring Transaction Centre lists the following details:
First Execution Time: At the top of the module, "Recurring Transaction Time" is displayed. This timestamp indicates the scheduled time for the first execution of the recurring transaction.
You can click on the "Pencil" icon to change the transaction time.
Transaction Status: This provides a quick glance at the current state of each transaction, offering insights into its processing status.
Name: Each transaction is listed with its name, along with the associated currency, enabling users to identify and manage transactions with ease.
Frequency & Source Transaction: The centre details the frequency of transactions (daily, weekly, bi-weekly, etc.). It also displays the source transaction associated with the recurring transaction.
Execution Status: Alongside transaction details, users can monitor the execution status, indicating whether a transaction was successfully completed or if any errors were encountered during the process.
Create Date: Users can view the creation date of each recurring transaction, providing valuable insight into when the transaction was initially set up within the system.
Execution Frequency: The centre also displays the number of executions to date, including the time of the last transaction, which is essential for monitoring ongoing transactions' performance.
The job schedule centre offers various options for effectively overseeing and managing job execution. Simply hover over the job line to access and view the available options.
Allows you to View/Edit the recurring transaction. Clicking on this will take you to the Recurring Transaction View from where you can view and edit the transaction details. Please note that when you view/edit a Recurring Invoice, the Date and Ship Date fields on the Invoice subform automatically reflects the current date, not the date on which it was created.
Allows you to edit the recurring transaction criteria.
This allows you to run the job manually, irrespective of the next occurrence time. Please note that when you manually run a Recurring Invoice, the Date on the Invoice subform automatically reflects the current date.
Displays the activity history of the recurring transaction.
This option allows you to delete the recurring transaction.
View / Edit Transaction
Edit Recurring Criteria
Run Manually
View History
Delete
