Linked Entity Selection Flows
How the customer, job, service, payment method, and expense category selector popups behave inside scheduled transactions.
Read article: Linked Entity Selection FlowsScheduled Transactions help
Help for Scheduled Transactions in Work Planner.
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Recurrence Behavior
How Work Planner calculates next due dates, catches up past occurrences, and handles inactive recurring transactions.
Read article: Recurrence BehaviorScheduled Transaction Detail View
What the scheduled transaction detail popup shows, including next due date, total processed value, and generated transaction history.
Read article: Scheduled Transaction Detail ViewEditing a Scheduled Transaction
How to edit a recurring ledger pattern and which changes affect future occurrences versus existing generated rows.
Read article: Editing a Scheduled TransactionCreating a Scheduled Transaction
How to create a recurring ledger pattern and what the schedule, linked-record, and amount fields control.
Read article: Creating a Scheduled TransactionScheduled Transactions List
How to reach the Scheduled Transactions list from Expenses, and use it to review recurring ledger patterns, next due dates, and generated transaction counts.
Read article: Scheduled Transactions List