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    Recurring transactions

    Scope

    Same scope as templates (builds upon)

    Finders

    • Recurring (in Purchases / Sales)
      • Similar to Templates finder, but filters on recurring transactions only.

    Recurring transaction editor

    Same editor as templates. Adds:

    • Recurring setup: pattern, date ranges, next document
    • Schedule

    Description template tags

    • {DocDateYear} = 2019,

    • {DocDateMonth} = July,

    • {DocDate} = 20/07/2019

    E.g. "Subscription fee for {DocDateMonth}"

    Schedule

    • Calculates recurrence schedules based on provided pattern.

    • Create document from schedule

    • A created document from schedule will not recalculate

    • An abandoned document will be recreated

    Scheduled task

    "Create recurring documents" schedule workflow is now available that creates all recurring transactions up to the date.

    Parameters:

    • Filters for template inclusion

    • Currently the documents are created as draft.

    • Next: Auto submit

    • Next: Auto send

    A created document is linked in the recurring transaction schedule tab.

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