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Memorized Transactions/Monthly Expenses

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Diana Steinmetz Posted: Mon, Feb 5 2007 10:34 PM

I am new to Billing Matters Plus and do not see where I can have memorized transactions as I did in QuickBooks.  Also, is there one screen or one report where you can see all of your bank account balances, as there is in QuickBooks.  Does anyone know if these are possible and how they are done?

Thanks

Diana Steinmetz Legal Secretary Scott E. Axline, Attorney at Law P.O. Box 100 Blackfoot, ID 83221 Diana-Axlinelaw@cableone.net
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You can set up a payable as recurring by checking the box on the payable screen. Once you check this box you can setup a schedule similar to a memorized transaction in QuickBooks.
There is not one screen to see all bank balances but you can easily run a balance sheet that will show you the bank account balances.

 

Caren Schwartz (Moderator/CIC)

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& Time & Cents Consultants, LLC

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