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Account Transactions

  1. I'm managing the account transactions of a parent account. What options are available and how do I use them?
  2. How do I remove post-dated transactions?
  3. What's the difference between transaction date and posting date?
  4. What is a recurring transaction?
  5. What is a Recurring Transaction Profile? How does it work?
  6. How do I add a recurring charge profile?
  7. How do I remove a recurring transaction profile?
  8. What schedule (e.g. weekly) is available for any recurring transaction profile created?
  9. I want a recurring transaction profile to end on a specific date. How do I do this when creating a recurring transaction profile?
  10. I want to create an automatic recurring charge of $100 for a parent account every Saturday for 2 months. What should I do?
  11. I want to create an automatic recurring charge of $100 for a parent account every 1st of the month for 1 year. What should I do?

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