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Creating Recurring Expense

Setting Up Recurring Expenses in Zuriey CRM

Setting up recurring expenses in Zuriey CRM is a straightforward process. Here’s how to do it:

  1. Navigate to Expenses: Go to the Expenses section in the sidebar menu.
  2. Record a New Expense: Click on Record Expense to create a new expense entry.
  3. Access Advanced Options: On the right side of the expense form, look for the Advanced Options section.
  4. Set Recurrence: In the Advanced Options, you can specify when you want this expense to repeat. You can choose from predefined intervals (e.g., daily, weekly, monthly) or set up a custom recurrence that fits your specific needs.
  5. Save the Expense: Once you have configured the recurrence settings, save the expense.

By setting up recurring expenses, you can automate your financial tracking and ensure that regular expenses are consistently recorded without needing to enter them manually each time. This feature helps streamline your accounting processes and maintain accurate financial records in Zuriey CRM.

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