Recurring A/P Charges

• I have recurring charges in my A/P system. Can I just copy a session, change the date, and use that for my invoices?

I have recurring charges in my A/P system. Can I just copy a session, change the date, and use that for my invoices?

No. On the Transactions>Accounts Payable>Enter A/P Invoices form, you will need to enter document and transaction information, it must be in balance, and cannot be posted. Click Memorize/Recurring Document, enter a name for the recurring document and an actual amount or percentage. Afterwards, use the Recall Memorized Document to include the recurring charge in the active session.
Otherwise, if you copy a session the invoice numbers will remain the same. Even if you change the dates, it will post as an adjustment to an existing invoice rather than a new invoice. Whenever you run a report on this invoice, you will get ALL activity that was ever entered, not just what you want.