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Setup the recurring expense Profile

1. Expand Data Piping

2. Click on All Profile Task

3. Click on Add

4. Give your profile a:

   1. Name: Give a name to your profile that will help whoever is running it be able to tell what the profile actually does

   2. Profile Type: Click on the profile type for Created Expense Recurring Reports

   3. Description: optional

5. Click Save

6. Click on the Parameters tab (These parameters is not needed for Credit Card Recurring Charges, just select anything if you are only using Credit Card Recurring Charges)

• Report Type ID* - Type the Report Type ID that is already set up where the recurring expense will apply.

• Report Title* - Type in the title of the report

• Payment Type ID* - Type in the Payment Type ID

• Monthly Period Option*

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