Purpose
Allows
all selected Recurring Charge amounts to be uplifted (or reduced) by a
percentage
Access
- Accounts | Edit/View Account Recurring Charges |
Account Recurring Charge Browse |

Always ensure that a Backup has been taken immediately prior
to running the process
Process
On the Recurring Charge
Browse:
Select the Recurring Charges that are to be uplifted by CTRL
+ Click
Note: CTRL+A will select all of the Recurring Charges
A welcome screen is presented
Click

to be presented with the below dialog:
Field | Explanation |
Uplift Factor | Enter here the percentage increase or decrease that should be applied to the recurring charges
A decrease will have a leading minus (-) |
Click

to be presented with the confirmation dialog
Review the list of Recurring Charges to be adjusted
If Correct, Click

to initiate the process
If Incorrect, Click

to return to the Recurring Charge Browse
Once the progress bar is complete, click

and review the Completion message
The Recurring Charge uplift process will stop recurring
charge where there is no:
- Start Date
- Next Date
- From Transaction Type