TRAVERSE Global v11.1

Recurring Entries List

Use the Recurring Entries List function to produce a list of recurring entries. To change recurring entries, use the Recurring Entries function.

  1. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
  2. Select the sort criteria for the list from the Sort By section.
  3. Select whether to print the detailed view or summary view from the View section.
  4. Select a currency, if applicable and using multicurrency, for the report from the Report Currency field.
    Note: Only accounts that use the currency you select here, and their transactions, print in the report.
  5. Select whether to print the journal in base currency using the Print All In Base check box.
    Note: If you clear this check box, you can select a different currency from the drop-down menu.
  6. Click a command button to
  7. Select To
    Print Print the Recurring Entries List using the selected criteria.
    Output Output the list as a PDF.
    Send Save the list as a PDF and attach it to an email using your default mail program.
    Preview Preview the Recurring Entries List using the selected criteria.
    Reset Reset all fields and lists to their default selections.