I see the recurring transactions button. I click on it and once I am
there I don't see how to set up a new recurring transaction. We have 2
from 2010, but we never used them. And I just can not figure out how we
got them set up in the first place. I want to say I'm missing a button,
but the last time I said that about something else, I was wrong.
Also I was thinking of setting up recurring transactions for yearly
hardware/software support renewals. We don't have that many, but we need
a system to remind us to contact the customer to see if they want to
renew. Is this a good tool to use for that? I am a spreadsheet maniac
but sales wants to try an automated process if possible.
Please advise.
Thanks
Jeff
--
Jeff Kaminsky
Sr. Accountant / Logistics
IX Systems
408-943-4100 ext 122
408-943-4101
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