Question about templates

Pierre281

Hello,

In Windows version (11.10), for a payment/purchase, I have created a template and saved it. This is a recurring payment that I have to post each month manually by using a template.

But by loading this template I noticed that it has not saved the date (same day each month) / the supplier / the payment method. Why ?

borate

AI, not guaranteed 100% accurate, offers this...

"NCH Express Accounts version 11.10 templates for payments and purchases intentionally exclude certain dynamic fields like date, supplier, and payment method to ensure flexibility for recurring manual entries.

Template Limitations

Templates save static details such as amounts, accounts, descriptions, and line items, but omit fields that typically change each time, like the transaction date (which defaults to the current date upon loading) and supplier (requiring manual reselection). Payment method is handled separately via a dropdown during entry and isn't retained in the template to allow updates per instance.

Workaround Options

Use the software's recurring schedules feature instead, found under Record options for payments, to automate monthly posting with preset supplier, date recurrence (e.g., same day each month), and method—distinct from basic templates. Manually adjust these fields each time you load the template, as this aligns with the design for one-off recurring manual posts. For full automation, explore Options > Payments settings to customize defaults."

Pierre281

You have said : " Use the software's recurring schedules feature instead, found under Record options for payments, to automate monthly posting with preset supplier, date recurrence (e.g., same day each month), and method—distinct from basic templates. Manually adjust these fields each time you load the template, as this aligns with the design for one-off recurring manual posts. For full automation, explore Options > Payments settings to customize defaults. "

So AI said that there is the basic template that I am using. But it is not designed for recurring payments. And it advise me to use "software recurring schedule feature for payments".

Where to find this "recurring schedule feature for payments" ?

borate

AI suggests...

"In Express Accounts, the “recurring schedule” is tied to recurring invoices, not directly to payments.

Where to find it

First create or open an invoice as usual in Express Accounts, then click Record and choose “Save as Recurring” from the drop‑down at the bottom of the invoice window.
After saving, go to View → Recurring Invoices to open the Recurring Invoices list, select your recurring invoice, and click Schedule on the toolbar to edit the schedule (frequency, start date, and what happens when it runs—email, print, etc.).

If you meant automatic receipt of customer payments (e.g., auto‑charging cards), that depends on your payment processor integration and is not configured in Express Accounts itself, but via the recurring invoice schedule and your external payment setup"