Overview & Preferences
Overview
Some expenses are incurred on a consistent basis over a period of time, and manually recording them each time can be tedious. Generating these expenses can be automated in Zoho ERP, resulting in systematic tracking and quicker reimbursements.
In simple terms, an expense turns into a recurring expense only if it satisfies both these conditions:
- It is incurred at a uniform schedule e.g., once a week, once a month etc.
- The expense amount is constant.
Scenario: Patricia, the organization’s super admin, manages monthly operational costs such as office rent and software subscriptions. To avoid recording these expenses manually every month, she sets them up as recurring expenses.
Preferences
Manage the preferences of the recurring expenses module from this tab.
Go to Settings by clicking the top-right corner of the page.
Navigate to Purchases and click Recurring Expenses.
Here, you’ll find two tabs:
- Validation Rules
- Custom Buttons
Validation Rules
If you want to set restrictions on creating or updating the records of the recurring expenses, you can use Validation Rules.
Custom Buttons
Custom Buttons allow you to perform specific actions on recurring expenses when the button is clicked. You can create them using a Deluge script and execute actions based on the functions you add.