Recurring AP Invoices

The Recurring AP Invoices screen allows you to enter a batch of recurring invoices, give the batch a descriptive name, and schedule the batch to recur periodically. This is useful for invoices, such as rent, that occur periodically for the same vendor and amount.

The first time anyone logs into Compeat on a new date, the system will check for recurring invoices that should have been made since each scheduled batch was last run. If it finds one, the first user who logs in with access to the AP Invoices screen will be notified that there are new recurring batches that need to be posted.

When you first select Recurring AP Invoices, the Select a Recurring AP Invoice Batch screen will display, where you can select Create Batch or Edit Batch. Then, after prompting you to describe the batch in the case of creating a new one, the Recurring AP Invoices screen appears.

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Entering Recurring AP Invoices

Access the Recurring AP Invoices screen under the Transactions menu.

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Recurring AP Invoices shares most features of the AP Invoices screen, with the following differences:

Scheduling a Batch

When you click the Schedule Batch button, the Schedule a Batch screen appears:

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Description of fields:

Available buttons:

Tip: If you need a recurring AP invoice prior to the day you create the schedule, you will need to manually pull the transaction into the AP Invoice screen. In the AP Invoice screen select the New Recurring Invoice button, and then select the template to pull it in manually to the screen.