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05. Create a Scheduled Recurring Journal - Video 00:02
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Property Tree: 05. Create a Scheduled Recurring Journal - Video
Course 5 of 11 in Property Tree: Invoicing & Journals
Learn how to create a Scheduled Recurring Journal to move funds between profiles.
The recurring journal feature allows you to schedule funds to be moved between profiles for ownerships and properties, without disbursing funds out of Property tree or your trust account. Learn how to create and edit scheduled recurring journals and what to do if it fails to process.
At the end of this video, you will be able to:
- Create a Scheduled Recurring Journal selecting the profiles
- Edit a Scheduled Recurring Journal
- Retry a Scheduled Recurring Journal if not enough funds