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  1. Recurring Spend
  • January 26, 2023 23:57
  • Updated

How to track recurring spend items

Goal:

  • tracking recurring expense items  
  • how to view recurring items 
  • How do I tell which recurring items have been billed or created? 
  • How do I check the billing date of a Recurring Expense Request?

 

Answers:

There are two ways to track the creation of a recurring spend item. 

1. In the Request for Order or Purchase Order, the line under the ordered item will display the Start Date and say “This is a recurring item, it repeats monthly for 12 months starting on January 1, 2021.”   

Here's a screenshot of an item when added to a PO:

 

2. On the monthly payment date of the recurring expense, the recurring item will appear in the unbilled order item section, and the item(s) will be ready to be billed. When adding a recurring item to the bill, it will say “recurring item 1 of 12." See the example image below. 

mceclip0.png

 

Additional Information:

  • FAQ: Recurring Spend 
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