Troubleshoot recurring bills

Solution: Retry a bill from the Recurring transaction status report. Learn more in Check status and retry recurring invoices.

The recurring bill template does not include custom fields. If you have a custom field that's required in all bills, recurring bills will fail because they are missing the field.

Solution: Edit the custom field definition so that it is not a required field for bills.

After a recurring bill fails, the system does not try to create the bill again until the next scheduled date.

To evaluate the status of all recurring bill runs, learn how to View status for multiple scheduled bills and retry failures.

If no scheduled transactions are running and there are no failures, ask your Sage administrator to turn on scheduled jobs in Company settings.

1. Go to Company > Setup > Configuration > Company.

2. Select Edit.
3. In the Global settings section, set Scheduled jobs to On.

4. Optionally, for Scheduled jobs execution offset, select how many hours after midnight you want your company's scheduled jobs to begin.

   For example, to begin running scheduled jobs at 2 AM in your company's time zone, select 2.
   

5. Select Save.

This error indicates that changes made after the last successful prevented Sage Intacct from posting the transaction. This can happen when the user who created the bill template was made inactive, or when the user's restrictions were changed in a way that conflicts with the dimensions on the recurring bills.

Solution: 

1. Deactivate the failing recurring bill.

2. Recreate the bill template.

   If the recurring bill was failing due to user restrictions, ask a user who has access to all locations and departments to create the bill.

Solution: To hide recurring bills that have completed their schedules, deactivate the bills. Bills that you turn off are hidden in the Recurring bills list by default.

If your organization is set up with multiple base currencies among the entities, Add is not available at the top level.

Solution: Create recurring bills at the entity level.

After the schedule for the recurring bill has run its course, meaning that all the transactions it was configured to create have been created, you can no longer edit the template.

For example, say you create a bill template to post a bill every 1 month, for a total of 5 months. After the 5th bill is created from the template, all scheduled jobs are complete. You can no longer edit the template.

Solution: If you need to extend the schedule, duplicate the recurring bill template and edit the schedule accordingly.