Recurring Transactions

Jean_10862158
Jean_10862158 Member Posts: 117 Reckoner Reckoner
in Reckon One

I have done about 5 already by selecting one from a previous month, setting it as recurring, giving it a name etc.

But one keeps giving me an error message. Can't figure out how it is different to the ones already done.

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cheers

Jean

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,655 Reckon Community Manager Community Manager

    Hi @Jean_10862158

    Was the payment transaction you selected already allocated to something eg. a bill?

    Recurring transactions can only be setup on transactions that are not already allocated. If you attempt to create that recurring transaction by going to Recurring Transactions ➡️ Add Payment and then fill out the form, does it work correctly from there?

  • Jean_10862158
    Jean_10862158 Member Posts: 117 Reckoner Reckoner

    I was doing it as a paid invoice. Picked the one previously in June which had been cleared in bank rec., and then set as recurring and proceeded to change what was necessary, dated in July, amount has increased and gave it a name. As far as I know, did the same way for several others, except for one which is a recurring journal, couldn't see a recurring method for that, so copied it. Seems it has to be copied every month.

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