Other Actions - Recurring Expenses

Apart from creating a recurring expense, there are quite a few actions that can be performed, allowing you to take complete control over the module. In this document, let’s learn about these actions and how they can be performed.

Edit a Recurring Expense

To change the details of a recurring expense that you’ve created in Zoho ERP, you’ll have to edit it. Here’s how you can do it:

Navigate to Purchases in the left sidebar and click Recurring Expenses.
In the top band, click the Expenses dropdown and click Recurring Expenses.
Select the expense you want to edit.
Click the Edit icon in the top right corner of the page.
Make the necessary changes and click Save.

Stop a Recurring Expense

Scenario: A company has a monthly recurring expense recorded for a SaaS subscription. After reviewing costs, the finance team decides the service is no longer needed. They stop the recurring expense in the ERP to prevent future expenses from being recorded automatically.

Stopping recurring expenses allows you to pause unnecessary costs and keep the expense records accurate. Meanwhile, your past transactions also remain unchanged.

Let’s see how to stop a 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, go to the expense that you would like to stop.
Click the More icon and click Stop.

The recurring expense will be stopped and can be resumed anytime.

Resume a Recurring Expense

Scenario: A company had previously stopped a recurring expense for a subscription during a temporary pause in usage. When the team starts using the service again, the finance team resumes the recurring expense in their ERP organization.

To resume a recurring expense:

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, go to the stopped expense that you would like to resume.

Insight: You can also use the All Profiles view in the top-left corner and click Stopped to view all stopped recurring expenses.

Click the More icon and click Resume.

The stopped recurring expense will now resume and be incurred in the frequency you have set.

Delete a Recurring Expense

If you want to completely remove a recurring expense from your Zoho ERP organization, you can delete it. Here’s how:

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, go to the expense that you would like to delete.
Click the More icon and click Delete.

Bulk Actions

With bulk actions, you can perform an operation on multiple recurring expenses or profiles in a single step. You can bulk delete, bulk stop, bulk resume, and bulk update recurring expenses.

Scenario: Patricia wants to bulk update the frequency of rent and subscription recurring expenses. In such a case, she selects the recurring expenses she wants to update, selects Bulk Update and updates the Frequency.

To perform a bulk action:

Navigate to Purchases in the left sidebar and click Recurring Expenses.
In the top band, click the Expenses dropdown and click Recurring Expenses.
Select the expenses you want to update in bulk.
You can stop multiple expenses by clicking Stop, or delete multiple expenses by clicking the Delete icon.

To update fields in multiple expenses: