Recurring Transactions
Hi all, I've just swapped from desktop to online version of accountright & have created a spend money transaction, click on 'prefill from recurring" and then I have a bit list of all our recurring tr...
Forum Discussion
This is the greatest waste of time! It is one reason I continue to use the desktop version because I can't find the recurring sales invoice I am looking for easily when there are over 200 in our list. Why would they set up the online version with no ability to quickly search? Another way MYOB online makes life more difficult - not easier.
Hi Sjacob,
Thanks for calling this out. I know it’s a pain having to scroll through 200+ recurring invoices just to find one. The good news is there’s now a search option for recurring transactions in the browser. Here’s how you can get to it:
- Go to Banking > Recurring transactions
- Choose the transaction type (e.g. Sales)
- Use the Search field to type the customer or transaction name
That should make it much quicker to track down the recurring invoice you need, without having to scroll through the whole list every time.
Regards,
Sai
