Add recurring bills

You can set up recurring bills to automatically pay your monthly expenses and to help you avoid forgetting to pay those expenses on time.

You can add recurring bills in the New Bill screen or the Recurring Items screen.

Notes

  • Only bills categorized as Other Bills can be set up as recurring bills. Bills that are categorized as Purchase bills must deal only with the purchase of products that will be resold in your company.
  • Bills created by this process are listed in the Bills screen with a icon in the Vendor column.
  • A recurring expense will be generated monthly as long as it does not exceed the eventual deadline defined for the recurring item, seven days before the recurring item's next due date.
  • OnBalance does not create recurring expenses on dates prior to the current date.

New Bill screen

  1. In the Bills screen, click New Bill.
  2. Enter the required information.
  3. Click Make Recurring.
  4. In the New Recurring Item screen, enter the required information.
  5. Click Save.

Bills screen

  1. In the Bills screen, click the row for the bill you want to make recurring.
  2. Click Make Recurring.
  3. In the New Recurring Item screen, enter the required information.
  4. Click Save.

Recurring Items screen

  1. In the Recurring Items screen, click New Item.
  2. Click the Bills tab.
  3. Enter the required information.
  4. Click Save.