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 please.
Also to be able to ues RECURRING TRANSACTION in Bank Feeds (*understanding that it is a "New Transaction"). That is exactly what we are doing: is creating a New Transaction from a Bank Transaction.
as per a response to the post below from October 2022.......>>>>>>>>>>>
Hi @EileenK,
Sorry for the delay in my response. You can use recurring transactions in the spend money window but not from the bank feeds window, this is because in bank feeds if you click on New > Spend money, the use recurring button is greyed out because you're telling AccountRight that you are creating a new transaction.
Instead of using recurring transactions you could create bank feed rules these rules will automatically create matching transactions in AccountRight, or to help match payments to invoices and bills.
Cheers,
Melisa
