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 it also means some choices change the fields around them.
Customer And Job
- Customer selector: Search for the customer and attach the recurring pattern to that account.
- Job selector: The job popup can be filtered by the chosen customer, which is useful when one customer has several active addresses.
- Customer and job stay aligned: If you choose a customer and then pick a job for somebody else, Work Planner clears the incompatible job. If you choose a job first, Work Planner fills the matching customer in for you.
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.