ZackE
Moderator

Banking

Thanks for following up with the Community, johnmcpa. I appreciate your detailed information.

 

I'm happy to hear you were able to figure out how to see a list of your recurring transactions.

 

You can also view a list of them by running your Recurring Template List report.

 

Here's how:
 

  1. In the left navigation bar, go to Reports.
  2. Click Find Report by Name.
  3. Enter "Recurring Template List" and choose it.
  4. Customize your report as needed.
  5. Select Run report.

 

You can learn more about working with recurring invoices by reviewing our How to schedule recurring invoices article.

 

Please feel welcome to send a reply if there's any additional questions. Have a great Thursday!