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Randy McDonald

Recurring transaction default payment is not saving

Posted By

What the heck? I lost all my default payment types in my recurring transaction section since the new version and can't resave them. The work around is ridiculous. I took me 5 hours to post my January transactions in payables and the fix is the stupidest thing I've ever heard! I have many purchasers that purchase from many suppliers and all pay a specific way. We have to go back to each previous transaction and see how it was done and then do that transaction for that month. I have ran this accounting program since 1982 when it was Bedford even before Accpac bought in on a 8086 computer before Pentium was invented. This is ridiculous but I am considering changing to Quick Books or some other program.

Randy McDonald

  • Randy McDonald said:
    I lost all my default payment types in my recurring transaction section since the new version 

    Doesn't work for me, either.   Looking inside the database at a recurring transaction header there are fields for:

    bCashPur

    bOneTime

    bPO

    bQuote

    bPdByCash

    bPdByCC

    sCCName      

    bPdByDP

    I can't see why this should not still work, if the program logic had been coded (and specified) correctly.

    Also not working in recurring transactions are over-ridden tax amounts and exchange rates, but that's not new. 

  • I too am having this issue. It seems as though fixed an issue from the last update of vendor payments and created another. This issue is huge for my firm. It was fine the way it was, now it's a mess to deal with. Please Sage, stop making changes until they are tested in the real world with real situations. Not sitting well with me at all.
  • *****URGENT FIX REQUIRED***** Yeah - What the Heck is right. I rely on this to help streamline my business to optimize my business for my clients to offer the best prices in service, and to maximize my profitability. This is going to do nothing short of slow me down, and maybe cut into my profit margins. NOT ACCEPTABLE. FIX IT RIGHT AWAY SAGE!
  • I am also having this same issue. Recurring transactions should not be resetting the payment method field. The nature of a recurring is that they are the same every time. The payment method isn't going to change. This is particularly troubling for accounts which have more than one method of payment, depending on the transaction; you can't set the default payment method and have it be accurate for each transaction.
  • I thought I was going crazy!! Glad to hear it is an actual issue and not something I was specifically doing wrong!! PLEASE FIX SAGE!!

*Community Hub is the new name for Sage City