User Guide

Lesson IX—Company Administration
Memorized Transactions
177
Saving a Transaction as a Memorized Transaction
You can also save a displayed transaction as a memorized transaction.
1 From the Tasks menu, select Payments. The Payments window appears.
2 Enter or select SAFESTATE-01 (Safe State Insurance Company) as the
Vendor ID.
3 With the Apply to Expenses tab selected, type Truck Insurance Premium
in the first Description field and press e. Type 540.00 in the Amount
field and press e.
Rather than save the payment, we will memorize this payment for later
use.
4 From the Edit menu, select Save As Memorized Transaction. Peachtree
displays the Maintain Memorized Payments window with the payment
information.
5 Enter Payment 003 as the Transaction ID.
6 Enter Truck Insurance Premium as the description.
7 Select SAFESTATE-01 as the Vendor ID.