AccountsScheduled Transactions
Linked Entity Selection Flows
How the customer, job, service, payment method, and expense category selector popups behave inside scheduled transactions.
The scheduled transaction form uses selector popups for linked records instead of long dropdowns. That makes it easier to search, but customer-linked schedules are now chosen through the job selector first and the customer field follows that choice.
Job And Customer
- Job selector: This is the main selector for customer-linked schedules.
- Derived customer display: Work Planner fills the customer field from the selected job so you can confirm the account without picking it separately.
- No customer-first filtering: The job popup is no longer narrowed by a customer selection before you search.
Service, Payment Method, And Expense Category
- Service selector: Use this when every occurrence belongs to one service line.
- Payment Method selector: Important for recurring payments, especially when fee rules are attached to the method.
- Expense Category selector: Useful for recurring expenses and write-offs so every created row lands in the correct category automatically.
View Buttons
Once a linked record is selected, the secondary button beside the field lets you open that record straight away. That is useful when you want to double-check the customer, job, service, payment method, or expense category before saving a recurring pattern that may generate many future rows.
Related articles
- Creating a Scheduled Transaction: Shows where these selector popups sit in the full create flow.
- Editing a Scheduled Transaction: Useful when relinking an existing recurring pattern.
- Linked Customer, Job, and Invoice Selector Flows: Helpful if you also work with the one-off transaction selectors and want to compare the behaviour.