In the Expenses & Transactions tab, choose "Add Expense". From the dropdown menu choose "Repeat Expense".
Figure 1. Expenses & Transactions page
The Repeat Expense drawer will open, and this is where you can create a new repeating expense, or edit any of your existing repeating expenses.
Figure 2. Repeat Expenses slide out within Expenses & Transactions page
After you click "Add" the Add Repeat Expense creator will open.
Here you can create a Repeat Expense:
Figure 3. Add Repeat Expense page
Or, you can click "Add" in the "Add from Existing" pane, a dialogue box will open, and you can choose the Expense for which you'd like to create a recurring schedule.
Figure 4. Add from Existing dialog on the Add Repeat Expense page
Input all the details for your Expense, if your company has any custom fields, fill them out, if they are required, you will need to ensure that they have been completed appropriately prior to saving the Repeated Expense.
Note: If you choose "Monthly" for the frequency and select 29, 30 or 31st, in a month where that date exceeds the last day, the Repeat Expense will be created on the final day of that month.
If the Expense is paid for by a company card, scroll down and enable "Non-Reimbursable".
Figure 5. Add Repeat Expense page
If you need to edit or delete any of your Repeating Expenses, in the Expenses tab, choose "Add Expense" and "Repeating Expense" from the dropdown menu. The Repeating Expenses drawer will open. Choose the Expense you'd like to edit.
Figure 6. Repeat Expenses overview
Need help?
If you need help, contact the NextView support team:
Email support@nextviewplatform.com.
From the website or mobile app: Open the left navigation menu and select Chat with us.
Publish date: January 6, 2025
Last update: NA