Creating a Schedule

Schedules allow you to determine when a transaction will generate. One schedule may hold multiple rules, such as the 15th and last day of the month. You may create a schedule from the Schedule List or from the Schedule drop-down list of a transaction.

To create a schedule from the Schedule List

1. Choose Administration | Schedules.

2. Click Add.

3. Enter a descriptive schedule name, such as Payroll or Tax Payment.

4. Select the type of schedule and then enter the schedule details.

5. Click Add to List.

6. Repeat steps 4-5 for each additional rule.

7. Remember that you cannot edit a schedule, so make sure the rules are correct before saving. Rules may be removed while you are in this Add mode. After adding all the rules, choose Save.

To create a schedule while adding/editing a transaction

1. While adding or editing a transaction, choose Add New Schedule (or choose Add in Quick Edit) from the Schedule drop-down list.

2. Enter a descriptive schedule name, such as Payroll or Tax Payment.

3. Select the type of schedule from the Rule Type drop-down list, and then enter/select the schedule Rule Detail(s).

4. Click Add to List.

5. Repeat steps 3-4 for each additional rule.

6. Remember that you cannot edit a schedule, so make sure the rules are correct before saving. Rules may be removed while you are in this Add mode. After adding all the rules, choose Save.

7. Choose the new schedule from the Schedule drop-down list to apply it to the transaction.