The File > System Administrator > Configuration > Advanced Settings screen contains a setting for controlling the display of the Recurring Transaction List Screen.
This setting is titled ReoccuringARInvoicesAllUDFS (Version 9.6.0.2) and will allow the grid to display all Client UDF fields (that are setup to be visible) as well as the customer name field within the grid. Enabling this option may assist you with the grouping, sorting and filtering your customer data on this screen.
Once the advanced setting is enabled, the process for creating Recurring AR Invoices will not change, however, the user will see that the Recurring Transaction List Screen will now display the additional fields in the field list. Click on the fields button in the top left corner of the grid to expose the field list and then check the box next to the field name to select a field to be displayed in the grid, or uncheck the box to hide a field from the grid.
