Scheduled 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.
Scheduled Transactions is the recurring ledger control screen. It shows patterns that are meant to keep generating charges, payments, expenses, refunds, or other recurring finance rows without being re-entered by hand each time.
Open it from Accounts > Scheduled Transactions in the menu. When charges, payments or other kinds of transaction repeat, the Repeating Costs tab on Accounts > Expenses says so too, and See them all opens this page. A transaction is made to repeat on the Schedule tab of New Transaction.
Costs that repeat, such as van insurance, are added and stopped on Expenses now: choose how often one Repeats in Add expense, and use Stop on the Repeating Costs tab. They still show here with everything else that repeats. See Expenses List.
What You See First
- Search: Search checks description, payment reference, linked customer, linked job address, service, payment method, and expense category.
- Filters: Status, Type and Business are behind the funnel button beside the search, with the number you've changed in a circle on its corner. It slides them out from the right, and each applies as soon as you change it. Each one you've changed shows as a chip beside the search, such as Status: Inactive, with an × that puts it back. Clear all, at the foot, puts them all back, and Show 8 scheduled transactions closes it. On a phone, the filter button opens the Filter Scheduled Transactions popup, where you choose them and tap Apply.
- Status: The page opens on Active so you can focus on schedules still expected to run. Change to Inactive or All when you are auditing older patterns.
- Type: Use this to narrow the list to recurring charges, payments, expenses, refunds, tips, write-offs, or adjustments.
- Business: If you can see more than one business, narrow the list before you start editing or deleting recurring setups.
Reading The Table
- Description: Usually the quickest way to recognise what the schedule is for.
- Type: Shows the kind of ledger row the schedule will produce.
- Amount: Payments and tips are in green, and expenses and refunds in red. Charges and the other kinds aren't coloured.
- Status: Tells you whether the schedule is still active or has been paused.
- Starts On and Next Due: These together tell you when the recurring pattern began and when Work Planner expects the next occurrence.
- Schedule: A plain-English summary of the pattern, such as weekly or monthly.
- Transactions: The count shows how many ledger items have already been created from that schedule.
Actions From The List
- New Scheduled Transaction: Opens the create popup for a brand-new recurring setup.
- Open a row: Clicking a row opens the details popup, including the history of transactions already created.
- Delete: The bin on a row, or Delete scheduled transaction at the foot of the side bar in its details popup, asks first, then deletes it. Delete is only safe while the scheduled transaction has no linked transactions. Once it has generated ledger rows, Work Planner blocks deletion instead of quietly removing the history.
Related articles
- Creating a Scheduled Transaction: Covers the fields in the create popup.
- Scheduled Transaction Detail View: Shows what you can inspect after opening a row.
- Recurrence Behavior: Useful when you need to understand how occurrences are actually generated.