Objective: Create a recurring Cash Disbursement for monthly rent.
1. Create Transaction: Navigate to Transactions > Cash > Cash Disbursements.
2. Enter Details:
◦ Payee: Select your landlord.
◦ Amount: Enter the monthly rent amount (e.g., 2,000.00).
◦ Distribution: Select the “Rent Expense” account.
3. Set Recurring: Check the Recurring box in the Options area.
4. Configure Schedule:
◦ Start Date: First day of the current month.
◦ End Date: Last day of the fiscal year.
◦ Repeats: Monthly.
◦ Repeats Every: 1.
◦ Automatically Post: Leave Unchecked (so we can see it in the list).
◦ Click Save.
5. Verify: Navigate to Transactions > Activities > Recurring Transactions. Find your rent check in the list. Note that it is marked as “Pending” (Auto = No).