Look up the topics in Navigator Help index for "set" for some background.

It is helpful to add buttons at the top of the transaction Activity screen for Invoke Periodic, Periodic Transactions, and Auto Entry.

You may also want to set the default status of transactions to Print so that once they are entered you can start printing the transactions.

To create periodic transactions with Set Numbers:

1. Add payees if they are not already on the payee/payor list.
2. Create automatic entries for each payee if the automatic entries don’t already exist. Note: If you enter the transactions manually the first month, you will create the payees and automatic entries so you don’t need to do steps 1 and 2 again.
3. Select Tools | Periodic Transactions on the Transaction Activity screen (or select the Periodic Transactions button).
4. Enter an arbitrary Set Number. Use the same Set Number for all the payees.
5. Enter next due date and how often. For instance, enter 1 after Month to repeat the payment every month.
6. Select OK twice.
7. Repeat for each payee.

1. Go to the desired checking account and month on the Transaction Activity screen
2. Enter the starting check number and date. Note: the date you enter will be the date on the check and the date in the register, not the due date you entered on the Periodic Transactions screen.
3. Select on the Transaction Activity screen (or select the Invoke button).
4. Enter a date and Set Number. Periodic Transactions due on or before the date you enter here will be processed next.
5. Select OK. Automatic Entry posts the first periodic transaction. If nothing appears, there are no transactions due.
6. Enter amounts or anything else required by the Automatic Entry to complete the transaction. The cursor moves to the check number on the next line.
7. Hit Enter or Tab to move to Date.
8. Hit Enter or Tab to move to Payee/Payor. Automatic Entry posts the next periodic transaction. If nothing appears, there are no more transactions due.
9. Repeat until there are no more transactions due.
10. Print checks.

Let me know if this makes paying bills easier and if I left out any important details.

- David
FNI Technical Support