Recurring Transaction Frequency

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Joe Gramc

• February 20, 2023 20:30

We have use cases for more frequent recurring billings and payables, weekly and bi-weekly. Would love to see these added presumably as options for all three recurring transaction sets. (Payables, Billings and Journal Entries). I'm sure we aren't the only ones who would use this.

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  Permanently deleted user

  • February 22, 2023 15:04

  Hello Joe, 

  The 'Billing Frequency', 'Payable Frequency', and 'Journal Entry Frequency' fields on the recurring objects default to "Monthly". These picklist values can be changed to "Bi-weekly" or "Weekly".

  https://support.accountingseed.com/hc/en-us/articles/360022764134-Recurring-Billings

  https://support.accountingseed.com/hc/en-us/articles/360022945433-Recurring-Payables

  https://support.accountingseed.com/hc/en-us/articles/360021893094-Recurring-Journal-Entries 

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  Bao Do

  • February 22, 2023 19:13

  I don't believe that's what he is asking for. There is a need for more custom frequencies aside from what is currently provided. You have already done this for the recurring accounting task object. You should extend that same functionality to the recurring JE, AP and Billing objects. It was on the roadmap and then sounds like you forgot all about it.

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  Permanently deleted user

  • February 22, 2023 19:24

  Hello Bao, 

  Thank you for clarifying, I will add the feature request to support custom frequencies for the recurring objects. 

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  Joe Gramc

  • February 22, 2023 19:58

  So actually it appears my issue is those frequencies don't display on the Recurring Billing side.What

  wouldbethebestwaytoresolvethis?

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  Bao Do

  • February 23, 2023 04:14

  Hey Joe - You can simply add the Weekly and Bi-Weekly values to the Frequency picklist on the Recurring objects (Billing, Payable, Journal Entry).  Details are in these release notes.

  https://support.accountingseed.com/hc/article_attachments/11998839731859

  Also here is my feature request to enhance this which you can upvote: https://support.accountingseed.com/hc/en-us/community/posts/4415084410899-Align-recurring-object-frequency-definition-to-the-recurring-accounting-period-task-method-of-frequency-definition

   

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