Memorise and recall transactions

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.

 NOTE: Memorising batch entry transactions, journals, and orders are only available in the Professional variant of Sage 50 Accounts. Memorising invoices and credits are also available in the Sage 50 Accounts Standard variant.  If you'd like to discuss moving to this variant, leave your details and we'll be in touch. 

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 click Memorise. 
3. Enter a file name and select the destination folder then click Save.
    NOTE: The extension given to the file is *.sgt. 
4. Click Save then click 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. Click Recall and locate and select the file you want to recall then click Open.
    TIP: To find memorised files on your computer, search for *.sgt. 
   
3. To post the transactions, click Save.

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