Creating predefined stop orders

What are predefined stop orders?

Predefined stop orders are orders you can set up of transactions that occur every month, so for instance, if you have to pay an outsourcing fee each month you can set up the entry as a predefined stop order.

The stop order still needs to be processed by doing a bank reconciliation, but you can just call up the predefined stop order and not enter all the information from scratch each month.

Read this guide to see how to process a stop order by doing a bank reconciliation.

Setting up a predefined stop order

Watch this video to see how to sep up a predefined stop order or follow the steps below it.

Navigate to the correct window

  1. Navigate to Ledger / Stop Orders.

Enter the stop order general details

  1. Enter the stop order name in the Stop Order Name text box.
  2. Enter (or select) the bank's ledger account number in the Bank Account text box.

Enter the entry details

  1. Enter (or select) the appropriate account number in the ACCOUNT column.
  2. Enter (or select) the project number related to the stop order in the PROJECT NO column, if applicable.
  3. Enter (or select) the department number related to the stop order in the DEPARTM column, if applicable.
  4. Enter the amount excluding tax in the TOTAL EXCL column.
  5. Enter the tax code in the TC column, if applicable.

Save the stop order

  1. Click the Accept button.
Was this article helpful?
0 out of 0 found this helpful