CFOPres
Level 2

Recurring Transactions Location and Choices

I have set up all of my recurring transactions.  All are reminders but some are bills to pay and some are journal entries.  I never get reminded anywhere.  I have been just going to the recurring transactions from the gear icon and using the list.  From there I sometimes get the choices of Use, Duplicate or Delete and sometimes get the choices of Pause and Skip Next Date as well.  When I use one it never updates to the next.  I have to either Skip Next Date or Edit the template and change the start date.

 

1.  Are reminders supposed to show up somewhere like on the Dashboard?

2. Why do my reminders have different choices?

Solved