Add Recurring Expenses

Return To The Knowledge Base

Expense can be scheduled to recur weekly, bi-weekly, monthly or annually.  Recurring expenses are those expenses that happen every month without delay.  Recurring expenses are setup once and then they are automatically entered per the schedule.  To set up an recurring expense, you input an expense and choose that the expense is recurring.  For help on adding an expense please refer to KB Article - Add Expenses.
Recurring Expense section:
To make the expense recurring select "Yes" for Is This Expense Recurring.
Put in the recurrence frequency by selecting the frequency from the drop-down menu. 
If you wish for this expense to automatically be added per the frequency schedule you with select "Yes" for the Auto Input Subsequent Expenses.  Choosing yes will add this expense to the auto-recurring scheduler. A new expense will be added automatically based on the recurrence frequency you choose.
To view all recurring expenses, choose General Financials > Recurring Expenses from the main menu.
This will open the Auto-Scheduled Recurring Expenses for your organization.  This will list all the expenses that have been selected for automatic input.
You can edit the schedule if you need to by selecting the Expense ID next to the Expense that you wish to edit.  This will bring the View/Update Expense screen up where you can edit the details of this Expense.