Money & banking
Memorize a form once, use it again whenever you need it
Some transactions come back again and again, but not always on the same day: a standing order, a monthly supplier bill, a journal your accountant asks for each quarter. Memorize the form once and use it whenever you need it.
What you get
✓
Memorize almost any form
Invoices, estimates, bills, purchase orders, cheques, card charges and credits, credit memos, journals, sales receipts and deposits.
✓
Groups
Put memorized entries in groups, such as Month End or Weekly Bills.
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Enter All
Raise the scheduled entries in a group and open the memorized ones in one step.
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Dated today
A memorized form opens filled in and dated today, ready to check and save.
The Memorized Transaction List
Every memorized form sits in one list, with its name and group. Use opens it filled in; you change what needs changing and save. Enter All works through a group, so month-end entries are a single click rather than a checklist.
Frequently asked questions
How is this different from recurring transactions?
Recurring transactions post on a schedule. Memorized transactions never post on their own — you open them when you need them.