{"id":3685,"date":"2021-07-22T10:19:17","date_gmt":"2021-07-22T10:19:17","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/?p=3685"},"modified":"2024-06-24T12:47:49","modified_gmt":"2024-06-24T12:47:49","slug":"recurring-transaction-status-report","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/","title":{"rendered":"Recurring Transaction Status Report"},"content":{"rendered":"\n<p>An organization can have the same transactions generated repeatedly over a specific time interval like daily, weekly, monthly, etc. <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/sage-intacct-development-services\" data-type=\"URL\" data-id=\"https:\/\/www.greytrix.com\/product\/professional-services\/sage-intacct-development-services\">Sage Intacct<\/a> 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.<\/p>\n\n\n\n<p>Since these transactions are created automatically, it is possible that some of them might even fail in the process. Recurring Transactions Status report in <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/sage-intacct-development-services\" data-type=\"URL\" data-id=\"https:\/\/www.greytrix.com\/product\/professional-services\/sage-intacct-development-services\">Sage Intacct<\/a> 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.<\/p>\n\n\n\n<p> Below is the snapshot of the sample report generated by setting certain filters.<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.1.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.1.jpg\" alt=\"Recurring Transaction Status\"><\/a><\/p>\n\n\n<p>To access this report for either of the application, go to&nbsp;Accounts Receivable,&nbsp;Accounts Payable,&nbsp;Order Entry, or&nbsp;Purchasing &gt; All tab&nbsp;&gt; Reports &gt; Recurring transaction &gt; Status.<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.2.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.2.jpg\" alt=\"Time Period\"><\/a><\/p>\n\n\n<ul class=\"wp-block-list\"><li>Set Time period, select reporting period using drop down to get the data you want. If you don&#8217;t specify a reporting period, the system generates a report for the current month to date.<\/li><\/ul>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.3.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.3.jpg\" alt=\"Filters\"><\/a><\/p>\n\n\n<ul class=\"wp-block-list\"><li>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.<\/li><\/ul>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.4.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.4.jpg\" alt=\"Titles\"><\/a><\/p>\n\n\n<ul class=\"wp-block-list\"><li>Enter a title, subtitle, and footer text for your report.<\/li><li>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.<\/li><\/ul>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.5.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.5.jpg\" alt=\"Scheduler Log\"><\/a><\/p>\n\n\n<p>The report has links to view the error as well as retry to post the transactions. On click of \u201cView Error\u201d, user has more information on the reason of the failure. The error can be then rectified and reprocessed.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix has a wide product range for Sage Intacct- a Cloud ERP. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU&#x2122; integrations include Sage Intacct for Sage CRM | Salesforce | FTP\/SFTP | Rev.io | Checkbook | Dynamics 365 CRM | Magento | Rent Manager&nbsp;| Treez | Avalara Avatax | Blackline SFTP. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing. <br><br>Greytrix GUMU&#x2122; integration for Sage CRM &#8211; Sage Intacct, Sales Commission App for Sage Intacct, and Checkbook.io ACH\/Digital Check Payments for Sage powered by GUMU&#x2122; are listed on Sage Intacct Marketplace.<\/p>\n\n\n\n<p>The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n<p>For more information on Sage Business Cloud Services, please contact us at <a href=\"mailto:sagecloud@greytrix.com\">sagecloud@greytrix.com<\/a>. We will like to hear from you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[422,421,338,104,34,25],"class_list":["post-3685","post","type-post","status-publish","format-standard","hentry","category-sage-intacct","tag-ar-recurring-transactions-report","tag-recurring-transaction-status","tag-reporting","tag-reports","tag-sage-intacct","tag-sage-intacct-integration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Recurring Transaction Status Report<\/title>\n<meta name=\"description\" content=\"a capability to achieve it by creating those transactions and scheduling them as per the necessity.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Recurring Transaction Status Report\" \/>\n<meta property=\"og:description\" content=\"a capability to achieve it by creating those transactions and scheduling them as per the necessity.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage Intacct \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2021-07-22T10:19:17+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-06-24T12:47:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.1.jpg\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/\",\"name\":\"Recurring Transaction Status Report\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.1.jpg\",\"datePublished\":\"2021-07-22T10:19:17+00:00\",\"dateModified\":\"2024-06-24T12:47:49+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/8ac414c989344a55601e96b46e8720fb\"},\"description\":\"a capability to achieve it by creating those transactions and scheduling them as per the necessity.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.1.jpg\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Recurring Transaction Status Report\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/\",\"name\":\"Sage Intacct \u2013 Tips, Tricks and Components\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/8ac414c989344a55601e96b46e8720fb\",\"name\":\"Greytrix\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"caption\":\"Greytrix\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/author\/greytrix\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Recurring Transaction Status Report","description":"a capability to achieve it by creating those transactions and scheduling them as per the necessity.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/","og_locale":"en_US","og_type":"article","og_title":"Recurring Transaction Status Report","og_description":"a capability to achieve it by creating those transactions and scheduling them as per the necessity.","og_url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/","og_site_name":"Sage Intacct \u2013 Tips, Tricks and Components","article_published_time":"2021-07-22T10:19:17+00:00","article_modified_time":"2024-06-24T12:47:49+00:00","og_image":[{"url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.1.jpg","type":"","width":"","height":""}],"author":"Greytrix","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Greytrix","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/","url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/","name":"Recurring Transaction Status Report","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/#primaryimage"},"thumbnailUrl":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.1.jpg","datePublished":"2021-07-22T10:19:17+00:00","dateModified":"2024-06-24T12:47:49+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/8ac414c989344a55601e96b46e8720fb"},"description":"a capability to achieve it by creating those transactions and scheduling them as per the necessity.","breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/#primaryimage","url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.1.jpg","contentUrl":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/07\/Recurring-Transaction-Status.1.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/07\/22\/recurring-transaction-status-report\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/"},{"@type":"ListItem","position":2,"name":"Recurring Transaction Status Report"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/","name":"Sage Intacct \u2013 Tips, Tricks and Components","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/8ac414c989344a55601e96b46e8720fb","name":"Greytrix","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","caption":"Greytrix"},"url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/author\/greytrix\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/posts\/3685","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/comments?post=3685"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/posts\/3685\/revisions"}],"predecessor-version":[{"id":3698,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/posts\/3685\/revisions\/3698"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/media?parent=3685"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/categories?post=3685"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/tags?post=3685"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}