Recurring Transactions

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Recurring Transactions: no Create/Batch Create shown when due (Desktop 26.7.14.3656, Windows 11)

Body
Environment

Edition: Desktop
Version: 26.7.14.3656
OS: Windows 11
Transaction type: Recurring Journal Entry
What I expect

When a recurring template’s Next issue date is on or before today, I should be able to create the transaction:
Either via a Create button on the template’s page, or
Via checkboxes + Batch Create at the bottom of Settings → Recurring Transactions, or
A top-of-screen notice offering to create due items.
What happens instead

In Settings → Recurring Transactions, each due template row only shows Edit.
There is no Create button on the template page.
There are no per-row checkboxes in the list.
There is no Batch Create button at the bottom of the Recurring Transactions list.
No top-of-screen notice appears anywhere.
What I’ve tried

Confirmed I am Administrator and can create normal Journal Entries.
Set Next issue date to today; saved; rechecked—still only Edit.
Created a brand-new test Recurring Journal Entry due today—same result.
Checked for earlier uncreated occurrences and date-format issues—none.
Checked Settings → Lock Date—no lock preventing posting.
Updated from 26.3.13.3202 to 26.7.14.3656—no change.
Tried window maximize/zoom out to ensure nothing is off-screen—no change.
Steps to reproduce

Create a Recurring Journal Entry with Interval = Daily (for testing) and Next issue date = today.
Go to Settings → Recurring Transactions.
Observe that the entry shows Pending but only offers Edit; no Create/Batch Create is available.
Workaround

Manually post the journal in Journal Entries, then advance the template’s Next issue date to keep the schedule aligned.
Question

Is this a known UI issue in 26.7.14.3656 for Desktop? If so, is there a newer build that restores Create/Batch Create for due recurring items, or a setting I’m missing?

2

So basically, you are saying the batch operation to enter queued recurring transactions has been lost, right?

3

I was trying to figure out how to use recurring, but could not find how to process the transactions I made.

4

I had never tried it before. I made some transactions but I could not find how to process / post them. No check box or button showed up. Just edit.

5

You basically create a schedule by filling in Next issue date and Interval fieldsets

Screenshot_20260721_014946
Screenshot_20260721_0149461080×317 58 KB

One next issue date comes due, it will appear as a yellow banner inside the related tab (Sales Invoices in this case), which you can follow, make free selection and then Batch Create

Screenshot_20260721_015429
Screenshot_20260721_0154291080×392 78.8 KB

In the screenshot above, you see there is 5 recurring sales invoices pending issue. To do that, I need to click the yellow banner.

For more details, refer to this guide:

https://www.manager.io/guides/recurring-transactions

6

Thank you. The second photo showing the big yellow bar was the part I missed. The guide does not get into that detail. I don’t get the + # you show in there.

image
image1379×256 13.7 KB

7

the +5 above means that there are 5 recurring sales invoices due for issue.

8

I had set up 4 that were due, but I did not get the +4 icon. Just the yellow box.

Now to get it to show me the entry it is batch creating.

Kate