Entering Recurring Transactions in Numia

17May10

In this Modern era, the world has become systematic.  To keep us in equilibrium to its development, we should spend some time to know the latest technologies. In the past  Business man will have to spend more time on maintaining their accounts, but now it has become facile by the use of Online Accounting Softwares.

I use Numia for managing my accounts, It saves lot of my time.  Many latest features are implemented in it. For instance let me tell how to enter the recurring transactions in numia. Recurring transaction is nothing but the transaction that has to be entered periodically. Once you set this option in numia, your transactions will be automatically added.

To avail this option,

1. Login to your numia account.
2. Select Company -> Recurring Transaction List
3. To add new transaction select “Add New” button.
4. In the Recurring Transaction Dialog box, Choose the Transaction Type, Customer, Debit A/C, Credit A/C and amount.
5. Provide a Name to this transaction.
6. You can choose the time period for automating the transaction, either daily, weekly, monthly or yearly.
7. You should set the starting and the ending date for the transaction to be recorded. you can select the dates using the date selector.
8. Then click ” Save Transaction”.

Now your transaction will be saved and will be entered mechanically.

Recurring Transaction

You can also remove  the unwanted transactions by selecting that specific transaction from the Recurring Transaction List and click ” Delete”.

Delete Transaction

Actually we should remind ourselves about the recurring transactions that takes place periodically. This option in Numia will save our time and keep our mind free from thinking about those regular entries.

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Tags: bookkeeping, online accounting, Recurring Transactions