Create Recurring Expenses

Creating recurring expenses can be done through three methods. In this document, let’s learn how we can create the recurring expenses through these methods.

1. Creating a New Recurring Expense
2. Make an Existing Expense Recurring
3. Creating Through API

Creating a New Recurring Expense

Let’s see how we can create and automate a new recurring expense in Zoho ERP.

• Navigate to Purchases in the left sidebar and click Recurring Expenses.
• In the top band, click the Expenses dropdown and click Recurring Expenses.
• In the Overview page, click + New in the top-right corner.
• Provide a profile name. An expense will be generated under this profile at the end of each recurring period, making it easy for you to keep track of it.
• Select a recurring frequency. This decides how often the expense is generated. E.g., once a month.
• Click Billable if you want to convert all the expenses into invoices.
• Enter other required details and click Save.

Make an Existing Expense Recurring

To convert an expense that you’ve already created in Zoho ERP into a recurring one:

• Navigate to Purchases in the left sidebar and click Recurring Expenses.
• In the top band, click the Expenses dropdown and click Recurring Expenses.
• In the Overview page, open the expense that you want to make recurring.
• Click Make Recurring.
• Provide a profile name, recurring frequency, start and end date.
• Click Save.

Creating Through API

Use Zoho ERP APIs to programmatically create recurring expenses from external applications or systems. This is ideal for advanced integrations and automated workflows.