Save time with the Memorise and Recall options when posting regular entries, such as recurring bank payments or supplier invoices.

Enter the information once and save the details to use again later. You can even set up items to post automatically when you run the Recurring items option.

Transactions you can memorise, recall, and set up as recurring

Follow our article to check the transaction types.

Memorise a transaction

1. Go to Customers, Suppliers, or Bank accounts then select the required option. For example, Batch invoice.
2. Enter the transaction details then select Memorise. 
3. Enter a file name and select the destination folder then press Save.

4. Press Save then Close to post the transaction from the batch entry window.

Recall a memorised transaction

1. Go to Customers, Suppliers, or Bank accounts then select the required option. For example, Batch invoice.
2. Select Recall, locate and select the file you want to recall, then select Open.
   TIP:

   To find memorised files on your computer, search for *.sgt.

    
   
3. To post the transactions, press Save.

• Set up and process recurring invoices and orders
• Memorise and recall journals