This article explains how to view the details of recurring transactions in Qoyod, the sections of the view page, and how to start or skip scheduled operations.
Path in Qoyod
Accounting › Recurring Transactions
Steps
- Open “Recurring Transactions” from the “Accounting” menu.
- Click “View” next to the previously created recurring transaction.
Sections of the view page
1. Basic details
- Transaction reference.
- Name in Arabic and English.
- Status.
- Additional comments.
- Description.
2. Recurrence details
- Next recurrence date.
- Last recurrence date.
- Recurrence start date.
- Recurrence type.
- Recurrence end date: by date or after a specific number of recurrences.
- Remaining recurrences.
3. Documents to recur
Displayed according to the document type chosen when creating the transaction.
4. Scheduled operations
Displays the scheduled transaction. You can “Start the transaction” or “Skip it”.
5. Past operations
Displays all previous operations that were started or skipped.
Quick access from the dashboard
You can also review recurring transactions and start or skip them from the dashboard.
