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| Changing the date of a scheduled transaction https://splasmstrands.com.splasm.com/viewtopic.php?f=3&t=3861 |
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| Author: | DWF [ Fri Oct 26, 2012 12:41 pm ] |
| Post subject: | Changing the date of a scheduled transaction |
I have about 25 monthly scheduled transactions... and on occasion, the payment date changes. My experience so far has been that when I change the date of an scheduled transaction in the schedule section of CBP, it modifies the date for all past occurrences of that scheduled transaction. How can I change the date for future occurrences only? My workaround has been to create a new scheduled transaction and end the old one. Surely there's a better way... |
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| Author: | t3rockhall [ Sat Oct 27, 2012 8:11 am ] |
| Post subject: | Re: Changing the date of a scheduled transaction |
I learned that the hard way. Delete and recreate is the only safe way to do it AFAIK. |
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| Author: | Allan W. [ Fri Nov 02, 2012 10:15 am ] |
| Post subject: | Re: Changing the date of a scheduled transaction |
Duplicating the Schedule and then changing the Start Date on the duplicate would save a bit of time versus a total creation of the Scheduled Entry in question. To do that, choose 'Duplicate Schedule...' from the Schedule menu at the top of the screen. |
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| Author: | DWF [ Fri Nov 02, 2012 4:51 pm ] |
| Post subject: | Re: Changing the date of a scheduled transaction |
Allan W. wrote: Duplicating the Schedule and then changing the Start Date on the duplicate would save a bit of time versus a total creation of the Scheduled Entry in question. To do that, choose 'Duplicate Schedule...' from the Schedule menu at the top of the screen. Why not just allow a date change going forward? Like the OS X calendar app does when you change a recurring appointment... it simply prompts you for "this time or all future events"? |
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| Author: | Allan W. [ Tue Nov 06, 2012 11:23 am ] |
| Post subject: | Re: Changing the date of a scheduled transaction |
We may looking in to adding that to a future release. Basically, it was already on the feature request list with 5 votes, so I bumped it up to 6. Thanks! |
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