Expense repetition task
If there is an expense that we have periodically made each month, we can create a repetition task.
On the repeat date we entered, Biyos will automatically generate the expense record for you.
To create an expense repeat task, let's click on the expense record created earlier from the Expenses page and to which we want to add a repeat task.
On
the right side of the opened expense page, let's click on the link “Repeat this operation”.
The information
about the expense on the Repeat page that opens will automatically come up. The first repeat date that we need to arrange for the repeat task is the last repeat date, and the due date of payment.
First Repeat Date: Enter the first repeat date of the generated expense, that is, select the start date. (For example: 01.10.2017) You can enter a date forward or backward.
Repeat to Date: Select the date you want the generated expense to be repeated from the first repeat date to which date you want it to be repeated. (For example: 01.10.2018
)
Payment Deadline: Automatically arrives on the last day of the month in which the repeat date is found. Here you can change the automatic incoming end of month field.
To check the repeat task performed, click the preview icon to the right of the Repeat Until Date field to see which dates the repeat task will run and the due date.
Finally we can save the expense recurrence record that we have created by clicking on the “Save” button.
- Repeat tasks repeat monthly starting from the date of the first repetition until the date of the last repetition.
- Click the All Records button at the bottom of the Expenses page to view, edit, or stop recurring tasks that you have already created, and click What Repetition Tasks from the drop-down menu.
You can
edit and save it again by clicking on the repeat task you want to edit.
To
pause, resume, or delete a repeat task, select the box by hovering over the icon to the left of the repeat task in the list. When you select the repeat task, select the one that suits you from the “Pause Selected”, “Resume” and “Delete” options that appear above.
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