What this page is for
A recurring expense raises the same expense on a schedule, such as rent every month, so it no longer needs recording by hand each time. Every expense it raises still follows the ordinary approval rule, unless the schedule is set to approve each one on creation.
Everyone whose role can view expenses sees this list. Setting up or changing a schedule needs a role that can manage accounting.
The columns:
- Category: which expense category each expense it raises belongs to.
- Description: what it is for.
- Repeats: how often, such as
Every month. - Starts on / Ends on: the schedule's own dates.
- Approval: Each one approved (held for approval when raised) or Approved on creation (posts at once).
- Total: the gross amount each expense will carry.
- Status: Active, or Paused once turned off.
How to…
How to set up a schedule
Press New recurring expense. See New recurring expense.
How to pause or resume a schedule
Open the row, turn Active off to pause it or on to resume it, and press Save changes. A paused schedule raises nothing until it is turned back on.
How to change a schedule
Open the row, change what you need, and press Save changes. This changes the schedule itself; expenses it has already raised are not altered.
Worked examples
Supermarket
Tumaini Supermarket sets up a schedule for its shop rent: Category Rent, Every 1 month, Starts on the first of the month, Approval Approved on creation, since the amount never varies and no one needs to check it.
Restaurant and bar
The Acacia Grill & Bar schedules a monthly pest-control retainer with Hold each expense for approval turned on, since the invoiced amount sometimes carries a call-out charge the manager wants to see before it is approved.