Recurring Transaction Status Report

By | July 22, 2021

An organization can have the same transactions generated repeatedly over a specific time interval like daily, weekly, monthly, etc. Sage Intacct provides a capability to achieve it by creating those transactions and scheduling them as per the necessity. These transactions do not require any user intervention; it is generated automatically by the system. It saves time and make the job easy.

Since these transactions are created automatically, it is possible that some of them might even fail in the process. Recurring Transactions Status report in Sage Intacct provides us the way to track the failed or completed transactions. The report is available for Accounts Receivable, Order Entry, Accounts Payable, and Purchasing applications.

Below is the snapshot of the sample report generated by setting certain filters.

Recurring Transaction Status

To access this report for either of the application, go to Accounts Receivable, Accounts Payable, Order Entry, or Purchasing > All tab > Reports > Recurring transaction > Status.

Time Period

  • Set Time period, select reporting period using drop down to get the data you want. If you don’t specify a reporting period, the system generates a report for the current month to date.

Filters

  • Set the filters to get the specific data you want. Filters enable you to include or exclude specific types of data in the report, such as customer, Transaction type. Here you can select Location/Department to get the data from particular location and department.

Titles

  • Enter a title, subtitle, and footer text for your report.
  • You can View, process, memorize, export, or customize the report or add it to the dashboard by using button given in right corner of the screen.

Scheduler Log

The report has links to view the error as well as retry to post the transactions. On click of “View Error”, user has more information on the reason of the failure. The error can be then rectified and reprocessed.

So, this report provides an information of the transaction status; reason of the failure and also allows to reprocess the transaction once it is resolved.

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