Software Reference

Entering a new recurrence schedule

Table of Contents  > Time & Sales Screen > Recurring or Scheduled Billing > Entering a new recurrence schedule

You can add a new recurrence from the Daily History section of the Time & Sales screen. First you need to locate the Time & Sales entry you would like to recur. If you do not see the item in the list, you can always locate it by using the Filtering/Searching/Sorting feature.

At the beginning of the entry's row, you will see the Recurrence Icon icon. Click it to open up the Schedule Recurring Entry form.

Screenshot of the Schedule Recurring Entry form for hourly entry
recurring entry form

The Schedule Recurring Entry form has only five options.

How Often: Decide whether you wish to schedule the entry to recur once a month, or once a week.

When: Choose your target day. If you choose to have to entry recur once a month, you can choose the 1st through the 28th for your target date of the month (29th-31st is excluded because of February).

Start: Choose when you would like the entry to first start recurring.

End: Choose when you would like to end the recurrence of an entry.

Append Month/Week to Description: When checked, the entry will have the month name or the phrase Week of [Monday's Date] appended at the end of the description.

Once you are finished selecting your options, click the Save button.