AccountsScheduled Transactions
Scheduled Transactions List
How to use the Scheduled Transactions list to review recurring ledger patterns, next due dates, and generated transaction counts.
Scheduled Transactions is the recurring ledger control screen. It shows patterns that are meant to keep generating charges, payments, expenses, refunds, or other recurring finance rows without being re-entered by hand each time.
What You See First
- Search: Search checks description, payment reference, linked customer, linked job address, service, payment method, and expense category.
- Status: The page opens on Active so you can focus on schedules still expected to run. Change to Inactive or All when you are auditing older patterns.
- Transaction Type: Use this to narrow the list to recurring charges, payments, expenses, refunds, tips, write-offs, or adjustments.
- Business: If you can see more than one business, narrow the list before you start editing or deleting recurring setups.
Reading The Table
- Description: Usually the quickest way to recognise what the schedule is for.
- Type: Shows the kind of ledger row the schedule will produce.
- Status: Tells you whether the schedule is still active or has been paused.
- Starts On and Next Due: These together tell you when the recurring pattern began and when Work Planner expects the next occurrence.
- Schedule: A plain-English summary of the pattern, such as weekly or monthly.
- Transactions: The count shows how many ledger items have already been created from that schedule.
Actions From The List
- New Scheduled Transaction: Opens the create popup for a brand-new recurring setup.
- Open a row: Clicking a row opens the details popup, including the history of transactions already created.
- Delete: Delete is only safe while the scheduled transaction has no linked transactions. Once it has generated ledger rows, Work Planner blocks deletion instead of quietly removing the history.
Related articles
- Creating a Scheduled Transaction: Covers the fields in the create popup.
- Scheduled Transaction Detail View: Shows what you can inspect after opening a row.
- Recurrence Behavior: Useful when you need to understand how occurrences are actually generated.