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June 2020
June 2020
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 ISSUE>>> when I do this, no matter what Layout I save the original sale in, or whatever layout i begin the new sale as, it always changes to "item layout"
This is a problem because we always work in Time Billing...
Solved! Go to Solution.
June 2020
June 2020
Try looking at the clients card file under the Selling details tab and see what is selected for Sale Layout:
June 2020
June 2020
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.
June 2020
June 2020
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.
Regards, Mike (mike@datawise.co.nz)
DataWise Limited (www.datawise.co.nz), developers of:
DataWise ProActive - Custom Reporting from MYOB programs
(MYOB Business, including AccountRight Live, AccountRight v19.x and exo Payroll)
Bulk download of attachments (more details...)
June 2020
June 2020
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....!!!!!