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KJatWork
Level 2

customer info - recurring transaction tab

Yesterday I spent the day clicking into individual customers' information and working with their recurring transactions.   Each customer had five tabs of information -- transactions, recurring trns/templates, statements, projects & details.   

Today if I open a customer the recurring transaction tab is missing - so I cannot see what templates are saved for that particular customer.    Instead there's a click link to "view recurring templates" which takes me to the big list.  

Where is the tab?!?   

I've relied on that feature heavily with this stupid new experience as I can no longer create a recurring template identical to an invoice I already spent time creating.  And that tab, showing a particular customer's saved templates with their other information was one of the bright spots of QBO.    

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