ACCOUNTS Recurring Transactions Testing

Hello ACCOUNTS beta testers. We have a significant new feature available in the beta test version at http://www.software4nonprofits.com/accounts/pretest.htm, and it would be great if you could test it!

The feature is recurring transactions, which some users have been asking for, for quite a while. As you will recall, we did a survey about it a while ago, and the results were that every option we asked about for how recurring transactions could be set up was needed by at least some users. As a result, there are a lot of options, and a lot of complexity to the programming to make them all work properly!

You can very safely test recurring transactions by memorizing some transactions (if you don’t already have them memorized), and making them recurring in the new Maintenance -> Recurring Transactions menu option’s window. If you set them up for immediate recurrence, when you exit ACCOUNTS and start it up again, any that are due to recur will be shown to you, and automatically inserted (or prompted for, if you chose that option). If you were doing that just for testing, just go into the register window for the account the transactions were inserted into, and delete them! And you can go back to the Recurring Transactions window to remove the recurrence if you set it up only for testing.

As always, we would greatly appreciate any feedback you have on the new features, including comments on the Help text associated with them. And as usual with significant new features, there will be a bonus of an extra 3 month’s support and upgrades renewal for the first user to find each real bug in our programming! (Of course, Kwame and I have tested things extensively, so we are hoping there are no remaining bugs!)

You can give feedback by commenting on this blog post, or just by emailing us directly. MANY THANKS!

3 thoughts on “ACCOUNTS Recurring Transactions Testing

  1. I just posted another version (1.39 Beta3) that fixes a recurrence date calculation bug I just found. In addition, on a couple of the new windows where it only showed for instance “Monthly” if it was actually every 2 months, it now shows “Every 2 Months”.

  2. I just posted another bug fix version (1.39 Beta4). This one fixed weekly (or every ___ weeks) recurring transactions, where subsequent recurrences after the first one got scheduled for a week later than they should have been.

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