Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Chapter 9
Chapter 10
Chapter 11
Chapter 12
Chapter 13
Chapter 14
Chapter 15
Chapter 16
Chapter 17
Chapter 18
Chapter 19
Chapter 20
Chapter 21
Chapter 22
Chapter 23
Chapter 24
Chapter 25
Chapter 26
Chapter 27
Chapter 28

Chapter 7

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Memorized transaction groups

A home owners association, for example, may need to send invoices to many customers (home owners) at one time.  A memorized transaction group can be used to recall them all at once. To set up a group, type Control-T, or click Lists|Memorized Transactions, to open the list.  At the bottom, click the Memorized Transactions button, and New Group.  Only the name is obligatory.  Options for automatic entry are as above.  When the group setup is what you need, click OK.

New memorized transactions can be assigned to a group, as they are created.  Existing transactions do not move willingly into memorized transaction groups.  You have to drag them.  Click on the little diamond to the left of the transaction name, and drag it to a position below the group name, or at the bottom of the group.  Then drag the diamond to the right, to make the transaction one of the group.  As an alternative, you can edit the memorized transaction (below,) select With Transactions in Group, and enter the group name.

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Last modified: May 21, 2004