Recurring expenses

Costs that arrive on their own schedule, whether or not anyone remembers to type them in — a software subscription, rent, anything you pay on a cycle. Each occurrence turns into one ordinary expense, once.

When you would use this: for any cost you know is coming again and again, so it is not re-entered by hand every time.

Setting one up: a description, an amount, a category, how often it repeats and from when, and — the same as a one-off expense — whether it is billable and which customer or project it belongs to. Give it an end date or a maximum number of occurrences if it should not run forever, or leave it open-ended.

Statuses: Active, generating expenses on schedule; Paused, which skips only the occurrences that fall inside the pause — anything already owed before you paused stays owed; and Ended.

What you see: how often it runs, when it runs next, how many occurrences it has generated so far, and — added up across every active schedule — roughly what your firm is committed to over a year, before tax.

What happens next: each occurrence lands as an ordinary expense, billable or not exactly as the schedule says, which you then handle like any other — see "Expenses."

A narrower view: a role with only its own expenses sees only the schedules tied to its own work.

When it refuses: "You cannot manage recurring expenses" means you can see the schedules but not create or change one — ask an Owner or Admin.