Periodic Transactions (v106)

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Periodic Transactions

1
Q1 - What is a Periodic Transaction?
1:14

Learn the definition of a periodic transaction and what they can be used for

2
Q2 - What type of documents can they be used on?
2:40

Find out which types of documents can be used as a periodic transaction.

3
Q3 - What’s involved in setting up a Periodic Transaction?
10:43

Learn how to create a periodic transaction such as a recurring sales invoice

4
Q4 - What do all the dates mean?
1:38

Learn the meaning of the dates on a periodic transaction

5
Q5 - Are Periodic Transactions created automatically when they are due?
7:06

Periodic transactions must be created using the Create Pending Periodic Transaction Resulting Document wizard

6
Q6 - Can I edit documents created by the Wizard?
2:09

Learn a shortcut for editing documents created by the Wizard.

7
Q7 - How to cancel a Periodic Transaction?
3:53

There are various methods of cancelling a periodic transaction, by removing the Next Create Date.

8
Q8 - How to change the frequency of a Periodic Transaction
3:09

Discover how to change the frequency of a periodic transaction.

9
Q9 - How to change the End Create Date of a periodic transaction
3:47

When should a periodic transaction end? How to set that date.

10
Q10 - How to change the End Create Date of a periodic transaction
2:49
11
Q11 - What is a Resulting Document?
2:23

Discover the concept of a Resulting document and its creation process.

12
Q12 - How do I get access to Resulting Documents?
3:31

Learn how to find the resulting documents, depending on the grid view

13
Q13 - How can there be Resulting Documents from Resulting Documents?
1:05

When a resulting document becomes the source of a Periodic Transaction.

14
Q14 - How do I replace a Periodic Transaction with a Resulting Document and what happens the original?
5:44

Learn where in Herbst Insight to substitute a Periodic Transaction with a newer version of itself (a resulting document)

15
Q15 - What Happens if I cancel a Resulting Document?
3:03

What process needs to happen if the Post State of a Resulting Document is set to Cancelled?

16
Q16 - What happens if I Clone or use Copy To a Resulting Document?
1:51

Learn what happens to the Periodic Status of a resulting document after it is cloned or copied to another customer.

17
Q17 - What happens if I Clone or Copy To a Source Document?
1:51

Learn what happens to the Periodic Status of a source document after it is cloned or copied to another customer.

18
Q18 - How are prices updated ? What price is used?
2:10

When Update prices is ticked on a periodic transaction, prices are updated with new prices relevant to the customer. 

19
Q19 - What’s the difference between Pending Periodic transactions and all periodic Transactions?
2:08

Learn the difference between the two Periodic Transaction grid views and when to use them: Pending Periodic Transactions and All Periodic Transactions 

20
Q20 - How to create a view and startup tile to show currently due Periodic Transactions?
3:17

Learn how to add a grid view tile to Startup which will show the number of currently due Periodic Transactions (transactions that need to be created this week, this month etc)

21
Q21 - How to create the view and Startup Tile to show All Periodic Transactions
3:50

Learn how to add a grid view tile to Startup which will show the count of All Periodic Transactions. The split view of Resulting Documents is visible along with the Periodic Transactions.

22
Q22 - There’s a column called Active on the grid views, but there is no Active flag on the Periodic Transaction itself?
1:36

Find out how the grid view column Active is set (on Periodic Transaction grid views)

23
Q23 - How is the Resulting Document Count column calculated?
2:14

Find out how the grid view column Resulting Document Count is calculated (on Periodic Transaction grid views)

24
Q24 - How to create Categories for Periodic Transactions?
2:24

Periodic Transactions can be categorised, learn how to create categories and assign them to Periodic Transactions.

25
Q25 - What use privileges are required?
1:36

Only high-level users should be able to create and manage Periodic Transactions. Find out the necessary user privileges to grant.

26
Q26 - Example of straight line depreciation
5:52

Create a Periodic Transaction to depreciate fixed assets eg a machine.

27
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3:50

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Periodic Transactions (v106)
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