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Adding a Recurring Expense
- Click on “Expenses” under the Finance category on the left sidebar menu of the page.
- On the Expenses page, click on the “Recurring Expenses” button at the top of the page.
- Once on the Recurring Expenses page, click “Add Recurring Expense” on the top left corner of the page.
- On the Add Recurring Expense page, enter the name of the expense.
- Select the currency in which the expense should be recorded.
- Enter the price of the expense.
- Choose a team member from the Employee drop-down menu.
- Select a project from the Project drop-down menu.
- Assign a category to the expense.
- Enter where the item was purchased from.
- Upload the associated invoice.
- Select the Billing Frequency from the drop-down menu, and enter a value for the Billing Cycle.
- If you wish to set up the expense to recur indefinitely, set the Billing Cycle value to -1.
- Click the “Save” button at the bottom of the page to add the recurring expense.
