RECURRING TRANSACTION - In Tray & Bank Feeds
It would be so great if you could use RECURRING TRANSACTION when selecting a file in the INTRAY ie. Creating a New Bill or New Spend Money without losing the info or the linked file. Please please p...
Forum Discussion
Hi ballens,
Thanks for posting.
Generally, recurring transactions are created to save on time in recording information for a transaction. This feature is designed to create transactions with the same format in a scheduled time. As mentioned by Melissa, the bank feed rules may serve to be an alternative to recurring transactions. If a bank feed transaction fits a certain criterion, it will automatically allocate or create a transaction to match the bank feed. Since both features can be used to automatically record transactions, this eliminates the need to add a recurring transactions option to bank feeds.
We recommend just creating a bank rule for your use case. However, if you feel this is a necessity, you can post the suggestion to the Ideas Exchange board instead for better visibility for the development team.
Let us know if you require any further help.
Thanks,
Genreve
