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Tracey222's avatar
Tracey222
Member
8 months ago
Solved

On the Recurring Transactions page why isn’t there a Customer column?

Hi,

 

I'm new and perplexed by why there isn't a Customer column on the recurring transactions. I want to see whom is set up at a glance, can I add a Customer column to the layout?

 

I can't even search on that page by a customers name? Am I missing something?

 

Thanks in advance.

 

Tracey

  • Isaiah_C's avatar
    Isaiah_C
    8 months ago

    Hi Tracey222,

     

    You're not missing anything. There's no customer column or search by customer name on the Recurring Transactions page. A quick tip: try adding the customer's name in the transaction name or description to make it easier to spot.

     

    Here's a link for more info: Setting up recurring transactions.

     

    Regards,

    Sai

2 Replies

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    8 months ago

    Hi Tracey222,

     

    You're not missing anything. There's no customer column or search by customer name on the Recurring Transactions page. A quick tip: try adding the customer's name in the transaction name or description to make it easier to spot.

     

    Here's a link for more info: Setting up recurring transactions.

     

    Regards,

    Sai

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