Accounts & Ledger

Recurring List

The Recurring List displays all recurring (memorized) transactions. Double-click any row to open the Recurring Master and edit the schedule or post the transaction.

Creating a New Recurring Transaction

Recurring transactions cannot be created from this list. Instead, follow these steps:

1. Open the transaction screen you want to recur — for example Journal Entry, Customer Invoice, Cheque, or Vendor Invoice.
2. Enter the transaction details (accounts, amounts, memo, etc.) and save it.
3. With the saved transaction still open, select File › Recurring from the menu bar.
4. The Recurring Master opens with the transaction linked. Set the frequency, optional max postings, and save.

The new recurring will appear in this list. You can then edit its schedule or click Post at any time.

Default Columns

Column	Description
Transaction Type	Type of memorized transaction.
Description	Recurring description.
Card/Group	Customer/Vendor or group.
Last Posted	Date last posted.
Next Due	Next posting date.
Overdue	Whether overdue for posting.

Filters

Filter

Quick-search the displayed list. Type text to instantly filter rows by matching against the selected column. Use the in dropdown to choose which column to search, and the by dropdown to switch between Starts With, Contains, or Exact Match.

Tip: If you do not see the column you want to search or view, go to File → Configure to customize which columns are displayed in the list. You can add, remove, and reorder columns to suit your workflow.

Sort Column & Method

Choose the column used to sort the list. The dropdown displays all columns you have chosen to view, including any custom column changes you have made. Use the second dropdown to switch between Ascending and Descending order.

Auto Size Columns

When checked, columns automatically resize to fit their contents each time the list refreshes. This ensures all data is visible without manual adjustment.

When unchecked, column widths are saved between sessions. You can drag column borders to set your preferred widths and they will be remembered the next time you open this screen. This is useful when you want a consistent layout regardless of the data displayed.

Show

Filter records by status. Options include:
• Active Only — Show only active records (default).
• Inactive Only — Show only deactivated records.
• Active & Inactive — Show all records regardless of status.

Group

Filter by group membership. Select a group to show only records that belong to that group. Leave blank to show all records.

Related Screens

Recurring Master