Recurring transactions
Templates that create invoices, bills, expenses and journals on a schedule.
Accounting → Recurring. A template says what to create, how often, and when to stop.
How often
Daily to yearly, multiplied by an interval: so every 2 weeks and every 3 months are settings, not approximations. It can stop on a date or after a number of runs.
How they run
- A due queue you look at, running one or all of them.
- Or automatically, when the app opens.
- Or as drafts, so somebody checks before they post.
Worth knowing
The list shows what each template is worth a month, whatever its frequency: so a daily one and a yearly one can be compared. A template in a foreign currency stays in that currency and is re-rated each run.
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Open Accounting → Recurring. Anything due to run is shown at the top.
Templates with their frequency, what each is worth a month, and whether it creates itself or waits for you.