Forum Discussion

Hydranet's avatar
Hydranet
Contributing User
2 years ago

Save as Recurring

When entering a sale and purchase the icon save as recurring is not highlighted, hence do not have the option to record as a recurring transaction.   The use recurring icon is highlighted though  ...
  • Julie_A_C's avatar
    Julie_A_C
    2 years ago

    Hi Hydranet

     

    Try entering some detail, ie account number and amount and then it should be available for you to save as recurring before you record it.

     

    If you forget to save it before recording, you can always use find transactions to call up an entry previously recorded, go into the arrow on the left and you then have the option of saving it as recurring from there.

     

     

     

Julie_A_C's avatar
Julie_A_C
Ultimate Cover User
2 years ago

Hi Hydranet

 

Try entering some detail, ie account number and amount and then it should be available for you to save as recurring before you record it.

 

If you forget to save it before recording, you can always use find transactions to call up an entry previously recorded, go into the arrow on the left and you then have the option of saving it as recurring from there.

 

 

 

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