Hi Me005,
Thanks for sharing the testing you’ve done. I can see why rebuilding hundreds of recurring templates isn’t a practical workaround. Desktop and browser handle recurring transactions differently, so templates created in Desktop may not work in the browser when they include blank lines. These lines can trigger validation for missing category and tax code details. For now, the workaround is to remove the blank lines from the invoice or bill, then save it as a recurring transaction in the browser. You can do this by going to Banking > Recurring transactions, or by opening the invoice or bill and selecting Save as recurring. The browser version supports recurring invoices and bills, but each included line needs to have the required details.
Regards,
Sai
Thanks Sai
Unfortunately that is not a reasonable work around for long term businesses that have hundreds of recurring templates in the desktop version wanting to transition to the browser version. The programmers building the verifcation of lines need to code the system so it understands that a "BLANK LINE" is not going to have an account or tax code field ... pretty simple if you ask me. I feel that it's a case of lazy programming to allow a blank line to be entered when building an invoice even in the browser version, and then not tell the software that a blank line will not have these fields and therefore verification is not required. Please get back to me when the coders get their act together.
