Recurring payments and statutory configuration
Overview
A recurring payment is a payment record that carries its payment details, dates, journal, and recurring-entry lines. A recurring template holds the journal and recurrence settings used for a recurring-payment setup.
| If you need to… | Go to… |
|---|---|
| Check access to the accounting menus | Before you start |
| Reach an existing recurring payment or template | Find recurring-payment records and templates |
| Identify fields, entries, lists, and state controls | Understand the recurring-payment screens |
| Check which state or access rule applies | Configure access and handle state branches |
| Troubleshoot a wrong page, empty page, or expired session | When the recurring-payment surface does not open |
| Configure statutory electronic invoicing | Configure electronic invoicing and local reporting |
Statutory configuration belongs on the mirrored electronic-invoicing page, not on this page.
Before you start
Prerequisites
- You have an account user or account manager role. Those groups control access to the recurring-payment menus.
- You are signed in with an active session before opening either list.
If Recurring Payment opens the settings page instead of the list, return to Accounting, open Configuration, and choose Recurring Payment. If the session-expired message appears, follow the steps in When the recurring-payment surface does not open.
Find recurring-payment records and templates
A recurring-payment list is where you locate payment records; a recurring-template list is where you locate recurrence setups.
Prerequisites
You have the access described in Before you start.
Steps
- Open Accounting, then Configuration, and choose one destination from the table.
| If you need to… | Choose… |
|---|---|
| Open payment records | Recurring Payment |
| Open recurrence setups | Recurring Template |
Result: The selected recurring-payment list or recurring-template list is on screen.
Understand the recurring-payment screens
A recurring-payment screen combines record details with recurrence information and, for a payment record, a Recurring Entries area. A recurring-template screen groups the journal and recurrence settings used by that template.
| Surface | What it contains |
|---|---|
| Recurring Payment | Payment details, dates, journal, recurrence information, and a description area |
| Recurring Entries | Entry rows and Create Payment |
| Recurring Template | Journal and recurrence settings, company information, and a description area |
The Recurring Entries area does not permit creating, deleting, or editing rows.
The state controls are Done and Set To Draft on a recurring payment, Confirm and Set To Draft on a recurring template, and Create Payment on a recurring-entry line.
Configure access and handle state branches
Use the record state shown by the status bar to determine which state control is available. The following branches apply:
| What you need to do | Condition to check | Control |
|---|---|---|
| Complete a draft recurring payment | The payment is in draft | Done |
| Return a completed recurring payment to draft | The payment is done | Set To Draft |
| Create a payment from a recurring-entry line | The line is not done | Create Payment |
| Confirm a draft recurring template | The template is in draft | Confirm |
| Return a completed recurring template to draft | The template is done | Set To Draft |
Prerequisites
You have an account user or account manager role, and the record is in the state required by the control you need.
Steps
- Open the relevant record from its list.
- Read the state in the status bar.
- Select the control whose condition matches that state.
Result: The available state control matches the record state. If the list or control is not on screen, continue to When the recurring-payment surface does not open.
When the recurring-payment surface does not open
Use this table when the page does not show the recurring-payment list or template list.
| What you see | What it means | What to do |
|---|---|---|
The browser lands on /web instead of the recurring-payment list. | The requested recurring-payment surface is not open. | Open Accounting, then Configuration, and choose Recurring Payment again. |
| The page is empty and no controls or buttons are visible. | The recurring-payment list is not on screen. | Return to the Accounting > Configuration menu and reopen the destination. |
Sherkety ERP Session Expired | The session has expired. | Select Close, sign in again, and reopen the destination. |
Your Sherkety ERP session expired. The current page is about to be refreshed. | The current page is being refreshed after session expiry. | Select Close, sign in again, and reopen the destination. |
If the page shows Menu Style, Font Type, Preloader Option, Theme Colors, Brand Color, Background Color, Sidebar Color, or Chatter Position, you are on the settings page. The settings page also has Save and Reset To Default. Return to Accounting, open Configuration, and choose Recurring Payment.
Result: You know whether the requested recurring-payment surface was reached or which access, route, empty-page, or session condition stopped it.
Know what is next
Statutory configuration is covered in Configure electronic invoicing and local reporting.
Result: Statutory work has a separate destination, and recurring-payment actions remain subject to the state and access conditions above.
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