Find, Create, Modify, and Delete Memorized Transactions

To jump directly to the step-by-step video tutorial, click here.

The Memorized Transactions feature in ParishSOFT Accounting can help expedite your workflow! 

The following types of transactions may be memorized:

• Bills
• Credit Cards
• Deposits
• Journal Entries

Viewing Memorized Transactions

Reports > Standard Reports > Transactions > Memorized Transactions

1. The Configure Report screen will appear. Apply any filters necessary. 

2. Select Preview Report or View PDF. 

Dashboard 

The Ledger and Payables Dashboard will show Memorized Transactions that land on or before the current calendar date. 

This section will not show future-dated Memorized Transactions. 

The Memorized Tab

Note: This simple and clean option consolidates all Memorized Transactions by type. Please note that this is a list only. The details of the memorized template cannot be viewed from this screen. 

1. In the Ledgers and Payables module, select the Memorized tab. 

2. On this screen, you can delete any memorized template by checking the box next to the template and clicking Delete.
3. You can also click into the Description, Next Date, and Final Date fields to edit. All edits will save when the Submit button is selected.

 

Create a Memorized Transaction Template

1. Find an existing transaction or create a new transaction from one of the Bills, Credit Cards, Deposits, or Journal Entries tabs.

2. Click Memorize at the bottom of the screen.

   

3. Fill in the Description field with a name that accurately describes the type of transaction you are requesting the system to memorize.
4. Set the Frequency by selecting the options from the drop-down menu.
5. Once chosen, the Next Date and Final Date can be easily changed. None of the other information may be changed in a memorized transaction.
6. Submit the Memorized Transaction Template.

Important: To update any of the other information, you must memorize a new transaction and delete the one you created.

Create Memorized Transaction

This step will involve creating new transactions from your memorized templates. 

Important: Notice that the Next Date set during template creation interacts with the Create From Memorized Transactions routine. 

1. Navigate to Memorized > Create from Memorized Transactions.

   

2. The Create Transactions as of a Date screen appears, prompting you to set the date for the new transaction.
3. Click Submit.

Note: Any memorized transaction with a Next Date that is less than or equal to the Create Transactions As Of Date entered on this page will be selected for creation, as long as: The Next Date is not in a closed period or the Final Date has not been passed.

4. If the dates are correct, you will see the Create From Memorized Transactions screen.
5. Check the box next to the transaction you want to create.
6. Click Submit. 

Note: If there are any transactions in this screen you do not yet want to create, you may unmark the create box before clicking Submit.

Important: If you don't see the transaction you expect, check the Next Date that was entered in the Memorize Transaction screen. 

 

Modify Memorized Transactions

Once the transaction is created from the Memorized Transaction template, it can be modified. 

1. To edit a transaction, select Bills > Find Bill.
2. On the Bill Search screen, select the memorized transaction to edit.
3. Make any modifications on the Bill Information screen.
4. Memorize the modified transaction.

5. Delete the first memorized transaction to avoid confusion and duplication.

   

Delete Memorized Transactions

1. Return to the Memorized tab > Memorized Bills.
2. Check off the Transaction you would like to delete.
3. Select the Delete button. 

Updated March 26, 2026 15:34