Recurring Transactions

Recurring Cycles are used to manage and create recurring transactions.

Gravity supports multi-entity processing. When using multi-entity, be sure that you're processing the transaction in the correct entity. View the entity on the applicable screen view. When needed use the field's drop down function to view all of the user assigned entities. Select the entity required.

Note the pinned entities field. Companies using a lot of entities will find this function useful. Clicking on pinned entities will display only entities which were pinned by the user, streamlining the selection process.

New recurring transactions can be added to a specific company. However, while transactions can differ between companies, the underlying recurring structure (e.g. weekly, monthly) cannot be revised. 

Select a recurring cycle displayed from the active recurring cycles screen for review or editing or click on the new icon to display the new recurring cycles screen.

 Enter a unique name for the recurring cycle.

Select the frequency of which the transaction's recurrence frequency. Choose the following options from the drop down list displayed:

Enter the day of the period for the transaction to occur. (1-7, 1-31, 1-365 respectively)

This field is not available for daily transactions.

Enter a date, or use the screen's calendar function to select the date after which the transaction stops recurring.

Enter the number of time the transaction will recur; after which the recurring cycle stops.

This is system maintained and indicates the next date the transaction will recur.

This is system maintained and will indicate the number of times the transaction will recur.

Select how each of the dates will be created when a transaction recures. Options:

This field is system maintained and displays each transaction attached to the recurring cycle. Use the screen's selection check box to select the transaction, then use the delete option to remove the recurring cycle from future transactions.