Post Recurring

Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the “Post Recurring” option.
Before we begin, let us understand about the need of Pending Approval and the usage of this particular activity.
Our mind has a tendency to forget at times. To overcome mistakes and avoid repetition of submissions, we have provided you with the facility to post your recurring vouchers, orders and invoices in one click and without undergoing the whole process of making them all over again.
For Example – You can automate the recurring scenario where you are in service Industry and providing fixed service to clients and charging fixed monthly remuneration and are in need to raise an Invoice every month.
Post Recurring
As you can see in picture above a list of transactions on which post recurring already stands applied are displayed here. The pending entries in this form comes in from the respective modules. Click here  “Schedule a Document”,  to know more about how to make schedule of a document.
The list displays all the relevant details to let you identify the voucher with a column captioned as : 


This field is description of schedule mentioned at the time of scheduling the voucher.

Voucher Type

This field show the voucher type.

Customer / Vendor Name

This field displays the Name of Customer / Vendor for which the voucher will be created.

Transaction Amount

This field displays the Amount of the voucher which will be created.

Schedule On

This field displays the display the date on which a document is due to be posted.


This column rows are editable and showing the posting status as “Pending”.
Click here to select your specific option from drop down as “Post” or “Cancel”.
You can even let it remain pending till you decide.
Save : After selecting your option for each voucher, click on  to execute your action.
Vouchers for which you have selected “Post” will be posted in accounts and will disappear from the list. 
Vouchers for which you have selected “Cancel” will also disappear from the list and only vouchers pending for your decision will remain. 
Post All : If you want to mark “Post” to all Bills/Vouchers appearing in the list in one go, click on  appearing with “Post All” at the bottom of the Form.
Export :  Click on  to Export the data as visible in the list to an Excel Sheet.
Search :  If you looking for any particular Bill/voucher, enter here a text/number matching to Description, Voucher Type, Party or Amount.  The system will short list the bills/vouchers with matching text.
Sort : If you want to sort data on a particular field, click on the label of that field, your data will be sorted on that field. You can reverse the order of sorting by just Double click on the label of that particular field.
Exit : Click on  to Exit from the Post Recurring.
We hope you enjoyed this tutorial. Please give us a call for further help.  Happy Aligning!