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ewhiteway
New Member
Oct 5, 2026 6:05 PM UTC
Question

Recurring transactions - Reminders: Skip missing, Dates not updating.

Since the new UI “Recurring transactions - reminders” have been almost removed from the system.

 

  1. You can still create the reminder
  2. You can ‘use’ them - but the last used date does not update
  3. There is no longer an option to ‘Skip’
  4. There is no list of due reminders

 

I’ve raised several tickets with support - only to be told it’s working (they then show recurring transactions scheduled).  Or they provide directions that are just not correct.

 

Has anyone gotten anywhere with this?  or does the feature work for you?

3 replies

BloomBuddy
New Member
Oct 6, 2026 12:10 AM UTC

Yeah, the “skip” option disappearing would be pretty frustrating, especially if you have a bunch of recurring transactions to keep up with. I’d be curious if anyone else has noticed the same change recently, because it sounds like the workflow is still there but some of the controls have changed.

cody_a
cody_aCommunity Manager
Community Manager
Oct 7, 2026 5:27 PM UTC

Managing your recurring transaction reminders should be seamless, and we know how disruptive it is when options are missing or support falls short. To get this resolved, we've looped in our Next Level Help team.

They'll review your Community comments and full support history so you won't have to repeat yourself. An expert will contact you within 1 business day with the next steps.

ewhitewayAuthor
New Member
Oct 7, 2026 9:46 PM UTC

 

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