Recurring Documents List: options and information

Available in Microsoft Office Accounting Professional 2008 only.

The Recurring Documents List provides a summarised view of all recurring documents that have been created for future use. When you open the list, you see information such as the document name, the document type, the total pound sterling amount shown in the document and reminder information. You can use the list to record, edit or delete recurring documents.

To open the Recurring Documents List, on the Company, Customers, Suppliers, Employees or Banking Home page, under Find, click Recurring Documents.

Recurring Documents List fields

The Recurring Documents List contains the following fields. All fields are read-only.

Option

Description

Document Name

Shows the name of the recurring document.

Type

Shows the type of recurring document (for example, customer invoice, supplier purchase invoice or credit note).

Currency

Shows the type of currency that is associated with the recurring document.

Amount

Shows the total amount of the recurring document, if the document includes an amount.

Frequency

Shows how often Microsoft Office Accounting 2008 will remind you to take action about the recurring document. If you did not select Remind me about this document in the Recurring Document dialog box, no reminder appears.

Reminder Date

Shows the next date on which Office Accounting 2008 will remind you to record the recurring document. If you did not select Remind me about this document in the Recurring Document dialog box, the box is blank.

Additional tasks

You can perform additional tasks directly from the Recurring Documents List or by using the Actions menu.

Task

Description

Record a recurring document

To record a recurring document, double-click the document to open it, make any changes and then click Save and Close. Recording a transaction created from a recurring document enters it into Accounting 2008. You can select to open multiple documents. You must save each document.

Edit the name and reminder frequency of a recurring document

To edit the name and reminder frequency of a recurring document, right-click the document and then click Edit Recurring Document. The Recurring Document dialog box opens.

Note:  To edit the information in a recurring document, double-click the document to open it, make any changes, click Recurring on the toolbar and then click Replace or New in the Recurring Documents dialog box.

Delete a recurring document

To delete a recurring document, right-click the document and then click Delete.

Move a column

To emphasise a column by its placement, click the column heading and drag it to the desired location.

Sort a column

To change the order of column listings, click the column heading. When you open the Recurring Documents List, it is sorted by the Document Name column.

Delete a column

To delete a column, on the View menu, click Add/Remove Content.

Actions menu

Option

Description

Find

Click Find to display the Find toolbar in the Recurring Documents List. The Find toolbar contains items that you can use to find particular entries in the list:

  • Look for  Type a keyword or phrase that you want to search for, or click the Look for arrow to select a previously entered term.

  • Search under  Click the Search under arrow to select the column in which you want to search for a keyword or phrase.

  • Find  Click Find to start your search. Results appear in the Recurring Documents List.

  • Clear  Click Clear to clear your current search results and return to the default Recurring Documents List.

Export to Excel

If you have Microsoft Office Excel 2007 or Office Excel 2003 installed, you can export the Recurring Documents List to Excel.

Edit Recurring Document

Click Edit Recurring Document to edit a recurring document.

Delete

Click Delete to delete a previously created recurring document.

Related topics

Create a recurring document

Manage recurring documents

Documents to Process List: options and information

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