Recurring Bills, Expenses & Journal Entries

Automate repetitive accounting tasks by creating recurring templates. The system generates bills, expenses, or journal entries on your defined schedule.

Creating a Recurring Template

1. Go to Accounting → Recurring.
2. Click New Template.
3. Choose the type:
   • Bill — for supplier bills that repeat (e.g., monthly rent, utilities)
   • Expense — for recurring expenses (e.g., subscriptions, maintenance)
   • Journal Entry — for recurring adjustments (e.g., monthly accruals, amortization)
4. Fill in the transaction details (supplier, amounts, accounts, etc.).
5. Set the schedule:
   • Frequency — Weekly, Biweekly, Monthly, Quarterly, or Yearly
   • Start Date — when to begin generating
   • End Condition — Never, After N occurrences, or On a specific date

How Generation Works

• The system checks for due templates daily at 6 AM.
• Generated bills and expenses start as draft — you still review and approve them.
• Generated journal entries are posted automatically.
• Each generation advances the next due date based on the schedule.

Post-Dated Check Batch

For recurring bills or expenses paid by check, you can pre-register check numbers for each scheduled occurrence:

1. Open a recurring template's detail page.
2. In the Check Schedule section, enter check numbers for upcoming dates.
3. Use Auto-Fill Sequential to quickly fill consecutive check numbers.
4. When the bill or expense is generated, the system automatically applies the pre-registered check payment.

Managing Templates

• View upcoming generation dates on the template detail page.
• Pause a template to temporarily stop generation.
• Edit amounts, accounts, or schedule at any time.
• Delete a template to stop all future generation (past transactions are not affected).