Repeating Transactions

Repeating Transactions allows you to repeat a NSI Invoice, Bill, or General Journal Entry on a scheduled interval.

You can create a repeating transaction for a Bill, NSI Invoice, or a Journal Entry. In this example we will show a bill.

Find the bill you want to repeat and modify it. Click the ‘Repeat’ icon on the top of the bill.

Fill in the information to repeat the bill: Description, Repeat Every (frequency), Starting Date, and Assigned To. The starting date will be auto calculated based on the date for the bill you are repeating and how often you specify to repeat it. You can override the starting date the CenPoint calculates.

Update Template with New Items

This can be checked or unchecked at any point. If it’s checked, every time this bill is repeated, it will reflect the most recent changes made. If it’s unchecked, it will always use the original bill you repeated.

Example: You want to add a line item and change the cost on the bill since the last time you paid it, and you want the changes to be reflected on bills in the future.

You would check the ‘Update Template with New Items’ and future repeating bills will use the updated template information.

The ‘Assigned To’ person on the bill will receive notifications of repeating bills (and other transactions) that need to be created on the day they are scheduled for.

Once a Repeating Transaction has been setup, it can be found under CP Books→ Other→ Repeating Transactions.

You can see all the information for your repeating transactions, including what type it is Bill, Invoice, or Journal Entry.

From the Find Repeating Transactions screen click the ellipsis to Modify the repeating definition (i.e. frequency, etc.), View the Original Bill, View the Last Run, or Run Now

Click ‘Run Now’ and the bill you are repeating will be copied and will open with pre-fill with todays date.

Review the bill, make any changes if necessary and click ‘OK’ to save the repeated transaction.

Once you run a repeating transaction the Find Repeating Transactions screen will be updated with the next run date, last run date, and last run Id.

Congrats! Get ready for the thrill of déjà vu every month!