Recurrence

How to Use

Recurrence

Recurrence refers to the instance when income or expense transactions are done on regular basis – such as daily, weekly, monthly, or yearly – for a series of goods or regular service.

How to Add Recurrence

  • Go to top navigation, select list from recurrence.
  • On the top right corner, click “Add Recurrence”. This form can be opened directly from any page by clicking “retweet icon” on footer.
  • A Form will pop up. Fill the form with Recurrence details.
    • Select the Recurrence type either bills or receipts.
    • Select the Recurrence Start Date.
    • Select the Recurrence End Date.
    • Enter the Amount or you can perform addition, subtraction, multiplication and division operations in that field. Click Calculate for result.
    • Select the Account from which this amount will be added/deducted.
    • Select the Department for which this Recurrence is scheduled.
    • After selecting the department, if bills is selected then only payee of that department will be shown in Payer|Payee dropdown otherwise payer will be shown.
    • Select category against which this Recurrence is scheduled.
    • You can write any note against this Recurrence.
    • Check “Notification” for getting notified on selected duration.
    • Repeat on: You can schedule this recurrence on selected interval.
      • Day wise.
      • Week wise: Schedule on selected multiple week days.
      • Month wise.
      • On the start of the each month: Schedule from the first day of upcoming month e.g. if you select 2nd February, recurrence will occur on 1st March.
      • On same day of each month: Schedule from the selected start date.
      • On selected week day: Schedule from the selected week day e.g. 1st, 2nd 3rd, 4th or last Sunday.
      • Year wise.
  • Click “Add Recurrence” button.
  • A green toaster will appear on bottom right corner with text “Recurrence added successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Edit Recurrence

  • Go to Recurrence list page from top navigation.
  • All Recurrence are listed, click the edit icon in front of the Recurrence you want to edit.
  • A Form will pop up with prefilled details of that Recurrence.
  • Update any field you want to edit.
  • Click “Edit Recurrence” button.
  • A green toaster will appear on bottom right corner with text “Recurrence edited successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Delete Recurrence

  • Go to Recurrence list page from top navigation.
  • All Recurrence are listed, click the delete icon in front of the Recurrence you want to delete.
  • Click “Yes” to confirm that you really want to delete that Recurrence.
  • A green toaster will appear on bottom right corner with text “Recurrence deleted successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.