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.