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Recurring Credits Or Debits

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Enter transactions that occur on a regular basis (for example, weekly, monthly or annually).

  1. Go to: Avatar CFMS > Account Management > Recurring Transactions > Recurring Credits Or Debits
  2. In the Select Client screen, enter the client name or ID number.
  3. Select a client from the list.
    Result: If the client has previous recurring transaction records, a pre-display shows.
  4. In the Existing Account Number field, select the account number. The list consists of all of the account numbers assigned to the selected client (open and closed).
  5. In the Type Of Transaction field, select the transaction type.
  6. In the Transaction Code field, select a transaction code. Code definitions are listed in the Add or Edit Transaction Codes form.
  7. In the Amount field, enter the transaction amount.
  8. In the Start Date field, enter the appropriate date.
  9. In the End Date field, enter the appropriate date.
  10. In the Description/Comments field, enter a description.
  11. Click Submit.
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