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service_breainc
Level 2

Can one list technician on recurring template list or report?

 
2 Comments 2
AndréB
Level 7

Can one list technician on recurring template list or report?

Hey service_breainc,

 

I'm glad to see you're using the power of recurring transactions to automate a portion of your bookkeeping. This advanced feature makes it easy to create similar transactions on a set schedule or save a template for future use. Managing these transactions is an importing part of keeping organized books. Currently, recurring template lists are designed to display the core details of each transactions, which doesn't include custom fields. Entering the technician in the Memo field makes it possible to include it in the Recurring template list report. Don't hesitate to submit any feedback you have about this functionality directly to our engineers. Your comments play an important part in shaping the future of QuickBooks.

 

Hope this helps!

service_breainc
Level 2

Can one list technician on recurring template list or report?

Thank you.

I know that and also that I can add it to the template name. Either of these means that I have to make at least two changes when the technician changes instead of one change.

It would make more sense that the technician field would be available as a selection in the list and in the report.

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