Use Recurring opens new window - annoying
We use recurring documents quite a bit. In AccountRight Premier 19, we had one window which I used, saved, moved on to the next transaction. The cloud version pops up a new window which is reall...
Forum Discussion
Open bank reconciliation.
Open spend money to post a bank reconciliation recurring spend.
Choose a recurring doc from the list.
In desktop version, it uses the same spend money screen.
In live version, it opens a whole new spend money screen.
Hi igiapitzakis
Thank you for the additional information.
In this specific workflow yes selecting the recurring transaction from the list will display the transaction in a new window instead of overwriting the existing one you are viewing. As far as I know currently there is no plans of changing this behavior.
Meanwhile, instead of clicking on an existing Spend Money transaction from the Reconcile Accounts window, then click on 'Use recurring' from within the transaction, it may be worth while to try opening Lists > Recurring Transactions, have the list open side by side with the Reconcile Accounts window, create recurring transactions from the list window directly, which only opens 1 transaction window and you can control where it defaults to.
Additionally, the current AccountRight platform (v20xx.x) offers Bank Feeds which saves data entry and makes bank reconciliation more convenient, it's a feature not available in v19. I would suggest checking it out as well if you haven't already.
