From: Kevin B. <kb...@fr...> - 2007-02-06 21:40:03
|
Hi, The recurring transaction has been really neatly added and is a real plus to the system. However I have a query. In the manual it says that there is a difference between scheduling a new transaction and scheduling an existing transaction. But I can't get this difference to work. When I open the transaction page I then add in the details and click update. I can now click the schedule button now and fill in details for the schedule - however this schedule is not saved and does not appear in the list of recurring transactions. I have to post the transaction first, then relist the transactions, find the transaction and then create the schedule - but this is the same as scheduling as existing transaction. What I'd like to do is to create a scheduled which starts on say the 1st July 2007 - so when I log in after the 1st July I am prompted to add this transaction and it gets emails out. What I think I have to do currently is to create the transaction for 1st July 2007. Then create a schedule for the subsequent transactions. I'll then have to manually remember to email out the invoice on the 1st July - but the next transactions will be prompted for which will be great. BTW - I say transactions but I am using sales invoices (which are a transaction as far as I know!) Cheers, Kevin |