New Recurring Bill Next Date Bug (edited)

purdnost
purdnost Member ✭✭✭
edited April 21 in Report a Bug
How to replicate the bug:

Create a transaction for a past date (September 10, for example).

Create another instance of the transaction (same account, payee, and category) for today’s date (September 14, 2021, for example).

Set up the above transaction created with today’s date as a new recurring bill.

Next date will be 9/18/2021 with no interval preselected.

Select every month and it will change to 9/17/2021. Select other intervals and the date will not change.
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Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited September 2021
    Hello @purdnost,

    Thanks for taking the time to report this to the Community!

    I am seeing the same behavior on the Web App when following your steps, however, after discussing this with my Team, it appears that this flow is behaving properly for the most part. Simplifi is identifying the frequency of the Transactions, which is the reason for the 'Next Date' of 9/18. With the 'Next Date' changing when selecting a 'Frequency' option, this appears to be due to the fact that the parameters of how Simplifi is identifying the Frequency are changed from the details of the Transactions to the Frequency option selected. 

    With that being said, and since you're still able to manually enter a 'Next Date' and create the Recurring Series to your specifications, we determined that there are no bugs present. We did notice, however, that, just as you mentioned above, selecting other 'Frequency' options does not change the 'Next Date', and only the first selection will change the Date. This is occurring when creating a Recurring Series from any Transaction though, and does not require the steps that you provided above to replicate.

    I did go ahead and get this part reported, as we would expect the 'Next Date' to change with each new 'Frequency' selection and not just the first one. I'll be sure to post back as soon as I receive an update! :blush:

    -Coach Natalie

    SIMPL-10602
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @purdnost,

    Thank you for your patience as this is being worked on!

    It looks like the reported bug may now be obsolete with the new Transaction Details modal. When creating a Recurring Bill from a transaction directly, a new 'Create series' window opens and is the same 'Create series' modal that you'd see when creating the Recurring Series from Settings>Recurring directly. 

    This flow has definitely changed since we originally reported this bug, and everything seems to be behaving as expected. It looks like you're no longer using Simplifi at this point, however, I still wanted to check in with you to see if you're okay with us closing out the Bug Ticket.

    Please let me know, thank you! :smile:

    -Coach Natalie
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello again @purdnost,

    I just wanted to let you know that I went ahead and got the escalation closed out. Please be sure to let us know if there's anything further that we can assist with! 

    -Coach Natalie
This discussion has been closed.