Bill/Scheduled Transaction
(Schedule Tab)

You can set up a schedule for future transactions, either singular or recurring, by using the Bill/Scheduled Transaction dialog box. From the Bills and Scheduled Transactions screen, click the New button.

1. Type: Select the type of transaction from: Check, Payment, Deposit, or Check Draft.
2. Pay to: Select the payee for the transaction.
3. Category: Choose the category for the type of transaction you are setting up.
4. Memo: Add a memo, such as a description of the payment, to the transaction.
5. Reference: Add a personal reference to the transaction if you wish to so.
6. Account: Select which VersaCheck account to use for the transaction.
7. Number: Select whether to have the check number assigned by printing the check or sending the check electronically or whether the transaction is a deposit, ATM, EFT (i.e., automatic payments), or Transfer.
8. Action: Select whether to prompt or directly enter the transaction and by how many days prior.

You may select the One time option and enter a date for a singular transaction or you may enter a Recurring transaction.
To edit the the times for a recurring transaction, simply click the Change button.

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