Other questions
I understand that the old layout's familiarity is necessary to you, @Homesbycari. These changes are designed to bring tools, AI agents, and collaboration features into one place to help customers work more efficiently.
Please note that switching back to the old layout is no longer available. But I'll guide you on how quickly locate your recurring transactions. Here's how:
- Click the Gear icon in the top right corner.
- Under the Lists column, select Recurring Transactions.
- Here you will see a list of all your recurring transaction templates.
- Go to Reports and search for the Recurring Template List report.
- Click Customize, then select to expand the Filter section.
- Select the Distribution Account checkbox. You can also choose specific accounts from the dropdown.
- Select Run report.
If you have any follow-up questions or concerns, please don't hesitate to post again in the Community or leave a comment on this thread.
