KiwiCaro
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Joined 12 years ago
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Recurring transactions not recurring
Hi all I have always noticed but never thought to ask here... I have some monthly automatic payments set up as recurring transactions. Is there any reason why randomly some will not recur? I process my monthly bank statement and usually i have to manually create the payment (using the RT window) and always go back in to make sure the next payment date is correct in the schedule. It is not that same transactions every time. Thanks CarolynQuote archiving
Is there a way to remove old quotes from the list displayed on invoicing? (I have seen an old message in the 'Ideas Exchange' but not sure if this has been actioned. We've clocked up over ten years, and when invoicing it is frustrating to have to scroll through ten years worth of quotes for each of our customers (many who've been with us that long). Alternatively, I have attempted to change the order of date and quote number in the pop up list, but this does not appear to work, even though there is a triangle which would appear to allow ascending/descending choice next to 'date' field (see on picture), which doesn't do anything to the view. Any help aappreciated! Thanks Carolyn
