TOTALS User's Guide > Documents > How To Create Recurring Documents

How To Create Recurring Documents

Select a document to setup as recurring document

Choose the "Info" tab

Activate the Recurring option

Enter period accordingly.

Select "Upcoming" from the sidebar

A new virtual document should be listed

If you don't see an upcoming document:

1- Check if the document is finalized. Only finalized documents will list upcoming documents.
2- Check the filter above if the date of the upcoming document is in the date range of the listed virtual documents.

Choose "Create Now" to create the upcoming document

You might not want to run this step before the displayed due date even though you can do it.

By doing this step, TOTALS will create a new draft document.