Use recurring entries for consistent transactions like Other Payments and Other Receipts. Sage Accounting automatically generates these entries based on your schedule.

How this works

• Enter the payment or receipt you want to make recurring
• Choose to make the payment or receipt recurring
• Choose how often you want it to repeat
• We automatically create the new payment or receipt on the repeat date

To find the recurring transactions, check the bank activity. The most recent recurring transaction has a recurring symbol.

If you enter a recurring entry with a date in the past, we'll create all the transactions up to today's date. Refresh the page in your browser if the list isn’t up to date.

Recurring payments

1. Click the Banking menu. Open the bank account used for the original payment.
2. From the Activity tab, open the original payment. The type shows as Other Payment.
3. Select Make Recurring, then complete the following information:
   • Repeats every: Choose to repeat in days, weeks, or months

      EXAMPLE: To repeat a payment every 10 days, enter 10 in the first box, then choose Days from the second box 

      

   • Repeat Until: If required, enter the date of the final payment
     • If you leave this blank, the payment will recur until you choose to stop it

Recurring receipts

1. Click the Banking menu. Open the bank account used for the original payment.
2. From the Activity tab, open the original payment. The type shows as Other Receipt.
3. Select Make Recurring, then complete the following information:
   • Repeats every: Choose to repeat in days, weeks, or months

      

      EXAMPLE: To repeat a payment every 10 days, enter 10 in the first box, then choose Days from the second box 

     Repeat Until: If required, enter the date of the final payment

      

      

     • If you leave this blank, the payment will recur until you choose to stop it

Change a recurring transaction

1. Edit the most recent transaction. Identify this by the recurring symbol.
2. Click the Banking menu. Open the bank account used for the original payment.
3. From the Activity tab, open the most recent transaction.
4. Select Edit Recurring.
5. Make the required changes and Save.

Stop a recurring transaction

1. When you want the transaction to stop recurring, edit the most recent one. Identify this by the recurring symbol.
2. Click the Banking menu. Open the bank account used for the original payment.
3. From the Activity tab, open the most recent transaction.
4. Select Stop Recurring.
5. Make the required changes and Save.

Record an expense without a vendor invoice (Other Payment)

Record a receipt without a customer invoice (Other Receipt)