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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)

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• Email Subject - If you would like the email to have a subject type add it here

• Email Message - If you would like the email to have a message add it here. Email Keywords

  • {ReportId} Report Number

  • {TotalAmount} Total Amount

  • {TravelDate} Transaction Date

7. Click Save

Schedule the Profile

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