Recurring Expenses in CRMLEAF
What Is a Recurring Expense?
A Recurring Expense refers to a payment that occurs regularly on a fixed schedule. These are typically ongoing costs such as:
- Monthly software subscriptions
- Office rent or lease payments
- Maintenance or service contracts
Recurring expenses ensure operational continuity and are vital for financial forecasting. CRMLEAF makes it easy to automate these entries and avoid repetitive manual input.
How to Add a Recurring Expense
To automate a recurring payment:
- Navigate to:
Work > Expenses > Add Recurring Expense - Fill in the required fields:
| Field | Description |
| Item Name | Name of the recurring product or service |
| Currency | Currency used for the transaction |
| Price | Cost per billing cycle |
| Employee | Person associated with the expense |
| Project | (Optional) Link to a related project |
| Bank Account | Account used for payment |
| Expense Category | Type of expense (e.g., Subscription, Rent, Maintenance) |
| Purchased From | Vendor or service provider |
| Bill | (Optional) Attach invoice, contract, or related documents |
| Billing Frequency | Recurrence schedule (e.g., Weekly, Monthly, Quarterly) |
| Start Date | Date when the billing cycle begins |
| Total Count | Number of recurrence cycles (use -1 for ongoing expenses) |
3.Click Save to activate the recurring expense entry.
CRMLEAF will automatically generate expense entries based on the defined schedule, reducing manual workload and improving accuracy.