WEBSITE
Recurring expenses tool creates expenses in regular periods.
Go to Expenses - Recurring Expenses and click on New Recurring Expense
Choose a Name for the event
Enter price and tax, select category (mandatory) and select a vendor
You will find your vendors in the client section, and you can use your existing clients as well
Enter a date when a first expense shall be created
Choose recurrence – weekly, monthly, yearly
Upload a document or picture if necessary
Select recurrence and if the expense shall be automatically marked as paid
Click Save
From now on, expenses will be created in set time intervals, and they will also appear in the Overview/Reports and in your mobile app.
If needed, you can create more categories on our website under at Expenses – Categories.
Recurring expenses can't be created with a past starting date.
Recurring expense entries from the website don't appear in the mobile app - only the expenses that were created from them.