Forum Discussion

gregpowell's avatar
gregpowell
Contributing User
5 years ago

creating new sale using recurring transaction

i want to A; save a sale as recurring transaction B; open a new sale to same or new client and "use recurring", select the sale from point A to bring in the data from original sale NOW HERE IS MY ...
  • Mike_James's avatar
    Mike_James
    5 years ago

    Hi gregpowell , this is a known issue since version 2019.1. What version are you using? The workaround at the moment is to ensure that the first line of the recurring transaction is an activity.

gregpowell's avatar
gregpowell
Contributing User

Thanks HOEKONE, have tried this - ensuring that the clients both have the same layout doesn't help. It happens even when saving as recurring and opening a new sale using 'recurring' for the same client.

Mike_James's avatar
Mike_James
Ultimate Partner
5 years ago

Hi gregpowell , this is a known issue since version 2019.1. What version are you using? The workaround at the moment is to ensure that the first line of the recurring transaction is an activity.

  • gregpowell's avatar
    gregpowell
    Contributing User
    5 years ago

    Perfect. My life just got better, thankyou my friend!

     

    I've got another issue which I'll post on another thread when i get a minute to describe it - it takes some explaining....!!!!!

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.