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Frequencies are used in both Accounts Payable and Accounts Receivable. In Accounts Payable, you can select an invoice frequency option when setting up a memorized invoice or scheduling a memorized invoice. In Accounts Receivable, you can select a frequency option for memorized invoices. You can also assign frequency codes to billing codes.

Excerpt
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titleTo add a frequency
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select General Ledger and click Go .
  3. Select Frequencies, and click Add.
  4. Enter the Frequency Code, Description, Active Status, and Schedule Options.
  5. To add another frequency code, select Add Another.
  6. When finished, click OK.


Expand
titleTo update a frequency
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select General Ledger and click Go .
  3. Select Frequencies.
  4. Select the frequency you want to update, then click Edit.
  5. Edit the Frequency Description, Active Status, and Schedule Options, as necessary. You cannot change the frequency code.
  6. When finished, click OK.


Expand
titleTo delete a frequency
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select General Ledger and click Go .
  3. Select Frequencies.
  4. Select the frequency you want to delete, then click Delete. You cannot delete a frequency assigned to a memorized or scheduled invoice.
  5. When the confirmation message displays, click Yes.


Expand
titleTo print a frequency list
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select General Ledger and click Go .
  3. Select Frequencies, then click Print.
  4. To display items marked as not active, select Include Inactive Lists?.
  5. Click Preview to display the report before printing, or click Print.

Related topics
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General Ledger - Define Lists
Understanding Invoice Frequencies
Adding a memorized invoice in Accounts Payable
Scheduling memorized invoices in Accounts Payable
Scheduling Accounts Receivable Invoices