PIP's avatar
PIP
Partner
10 years ago
Status:
Open

Recurring Transactions: Group transactions

I use Quickbooks as well, one feature which I think is really good with that program is the ability to group recurring transactions which really helps when you're working with different classes/jobs.  Also being able to view previous years' transactions without having to access different files is REALLY good.  Their reporting options are far more extensive.

 

I'm often asked software I prefer to which I reply, I'd like to combine the 2!

 

Food for thought

 

Cheer

 

Pauline Price

 

"Recurring transaction annual roll over"

Recurring Transactions

1 Comment

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  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago
    Status changed:
    New
    to
    Open

    Hi PIP 

    Thank you for your idea in regards to AccountRight and recurring transactions.

    I would encourage other users that would like to have a grouping for recurring transactions to vote and comment if required.

    Currently a workaround would be to name all the recurring transactions with a particular name i.e. Job 1: Recurring transaction , Job 1: Recurring transaction 2...