Procurify allows you to track and manage recurring spending, e.g. software subscriptions and services.

For recurring order items, you can indicate:

Recurring order items display how the item will be billed.

Recurring items can be added to a Purchase Order just like other items. Only a single PO is required for the recurring item.

The item will be automatically marked for auto-receive.

Auto PO customers: The PO will be automatically generated as soon as the request has been approved. Auto-receive will be applied to the item even if the feature is disabled on your domain.

Recurring spend items are automatically received.

Recurring items will generate an unbilled item for each occurence of the billing date. For example, a $1,000 monthly recurring order will generate one unbilled item each month on the billing date. Bill created for these are linked to the purchase order item and will update the budget allocations accordingly.

The impact of a recurring item is on each of the dates that the item recurs and will impact budgets that contain that date.

Monthly Recurring Spend Example: A spend item ($71.99) starting April 1 2023 and ends after 1 Year.

This will impact the budget for $71.99 per month, starting April 1 2023.

Each Monthly Budget from April 2023 - March 31 2024 will be impacted by $71.99

Annual Recurring Spend Example: A spend item ($700.00) starting April 2023 and ends after 3 years.

Starts April 1 2023 and ends after 3 Years.

This will impact the budget for $700.00 every April, starting April 1 2023

Monthly Budgets for April 2023, April 2024, and April 2025 will each be impacted by $700.00

Other monthly budgets will not be impacted, i.e. from May thru March.

This feature is ideal for recurring order items that are billed on the same date of the month or year for the same amount. For other scenarios, see Blanket Purchase Order Item Overview.
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How can I track recurring spend items? You can track recurring spend through the original Request or Purchase Order, where the line items display the start date and repetition frequency. Additionally, when an Unbilled Item is automatically generated on the billing date, it will display exactly which recurrence is being billed (e.g., Month 3 of 12).

Can I disable the auto-receive feature for recurring spend items? No, auto-receive is locked by default for recurring items to prevent workflow bottlenecks. If your repeated spend requires manual receiving and receipt confirmation, please use Blanket Purchase Order items instead.

Can I sync recurring spend items to NetSuite? Yes, but only for organizations that use the NetSuite Bill Sync integration. Because they are automatically received, recurring spend items are not included in the NetSuite PO & Item Receipt sync.

Does recurring spend work with Credit Card Reconciliation? Not at this time. The "Pay with credit card" field is disabled for any Purchase Orders that contain recurring spend items.

Can I view a list of Purchase Orders with recurring expenses? Currently, Procurify does not support filtering or generating specific reports for existing recurring expenses. Our Product team is actively looking to support this feature in a future update.

How can I disable the Recurring Spend feature? To completely disable the Recurring Spend module for your domain, please reach out to your Procurify representative or contact our Support team.

Can I create a recurring spend Catalog Item? No, you cannot currently save recurring structures as fixed items in your Product Catalog. If you would like to see this feature added, please reach out to Support or submit a Feature Request for our Product Team to review.