Establish Future Transaction Trigger

The Future Transaction Triggering function allows you to set up, maintain, and trigger the creation of transactions in the future on a user-defined frequency.  

1. Open the transaction you wish the triggering functionality to copy and select the Future Transaction Triggering action from the transaction menu.

2. Select the Create action to see the system pre-populates with the transaction identification information with your transaction and complete the trigger using one of the below options.

1. Recurring – To create copies of the selected transaction.

2. JV Reversal – To copy the transaction and reverse the debits and credits with a memo reference to the original transaction. Applicable only for JV transaction type.

3. Reclassifications – Create subsequent version of the transaction and make pre-defined updates.

Alternatively, navigate directly to the Future Transaction Triggering page and insert the record and manually populate all fields.

Refer to the "Future Transaction Triggering" topic for additional information about this page and the options available for this function.