Recurring Expenses

Owned by Thomas Sherman (Deactivated)
Last updated: Nov 02, 2021 by Bettina Borces

For Vendor Invoice and Soft Cost expense documents, you can bulk create cost cards based on a schedule. For example, please make me a cost card for each month of the next 12 months. This is often done for recurring costs.

To create a recurring expense:

  1. Go to Expense Documents or https://app.projectorpsa.com/expensedocsearch
  2. Edit an Expense Document or create a new one
  3. Click the button
  4. Click the button
  5. Fill out the schedule