Creating Recurring Expense

Started 1 year ago by Thulo Support Team in Thulo Cloud

Automate expenses in Thulo Cloud! Set up recurring expenses for ongoing costs. Save time, improve accuracy & gain financial control.

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This article explains how to create recurring expenses in Thulo Cloud, simplifying expense management for ongoing costs.

Steps to Create a Recurring Expense:

  1. While creating or editing an expense, locate the Advanced Options section on the right side.

  2. Under Advanced Options, find the settings for recurring expenses. This is labeled as "Repeat every".

  3. Choose the desired recurrence pattern from the available options. Common options include daily, weekly, monthly, or yearly.

  4. You can often customize the recurrence further. For example, you might choose to repeat an expense "every 3 months" or "on the 15th of each month."

Important Note:

  • Thulo Cloud relies on CRON Jobs to process recurring expenses. Ensure you have a properly configured CRON Job set up for this functionality to work effectively.

Benefits of Recurring Expenses:

  • Save Time: Automate expense creation for ongoing costs, eliminating manual data entry for each period.
  • Improved Accuracy: Reduce the risk of missed or late expense entries by automating the process.
  • Enhanced Visibility: Gain a clearer picture of your overall financial obligations with recurring expenses factored in.

By utilizing recurring expenses in Thulo Cloud, you can streamline your expense management process, ensure timely recording of financial obligations, and gain better control over your business finances.

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