Create an expense from a recurring expense now

Use Create now to generate an expense from a recurring expense template before its next scheduled processing time. Open Menu, select Banking, and then select Expenses.

Before you begin

You need an existing recurring expense template.

Create the expense now

  1. Open Menu, select Banking, and then select Expenses.
  2. Select Recurring expenses.
  3. Open the row actions for a recurring expense and select Create now. You can also open the recurring expense and select Create now from More actions.
  4. Review the expense information copied from the template.
  5. Select Submit to post the expense, or select Save as draft to review it later.

After the expense is saved, the template’s next date advances according to its schedule.

Learn more