Recurring Bills

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Recurring Bills automate your Accounts Payable (A/P) workflow for predictable expenses like rent, software subscriptions, utilities, and service contracts.

Who can use this?
  • Manager+: create/edit recurring bills and run schedules.
  • Staff: view only (depending on company role rules).
Create a recurring bill plan
  1. Go to Payables → Recurring Bills.
  2. Click New plan.
  3. Select a Vendor (or create one first).
  4. Choose frequency (monthly/weekly/etc.).
  5. Enter the amount in dollars (e.g. $125.00).
  6. Confirm the next run date.
  7. Save.
What happens on the run date?
  • A new Bill is created from the plan.
  • The bill will appear in Payables lists and reports.
  • If auto-posting is enabled for payables, a journal entry is created to keep accounting consistent.
Pro tip
Keep Vendor names consistent (one canonical vendor record) so A/P aging and vendor reporting stay clean.