Page Comparison

To Create a Recurring Expense

This Recurring Expense is specifically used for users that have the same type of expense recurring on a monthly bases.

1. Expand Organization

2. Click on Employee

3. Select the employee the recurring expense relates to

4. Click on the Expense Limit tab

5. Select Add

   1. Effective Date: Select the start date of the user

   2. Expense Group: Select the expense group from the drop down menu related to the recurring expense being created

   3. Expense Type: Select the expense type from the drop down menu related to the recurring expense being created

   4. Limit Type: The limit type must be set to Monthly Recurring

   5. Amount Limit: Type in the amount limit that relates to the recurring expense being created if applicable

   6. Notes: Add any notes you would like that relates to the recurring expense being created if needed

6. Click Save

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

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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

7. Click Save

Schedule the Profile

1. Click on the Job Schedule tab (this tab allows you to schedule profiles to run automatically)

2. Enter the:

   • Interval: This is the kind of interval that the profile will run in (example: Daily, 1 Hour, Bi-Weekly, Monthly, no schedule)

   • Start: This is the date and time that this profile will start running if scheduled

   • Skip Job Schedule: This is used to skip the scheduled job

   • Time Format: This is the time that this profile will run (AM/PM)

   • Data Keep Days: This is how many days the system will keep a log of this profile running after it runs.

   • Notifyee: This is the e-mail address of the person being sent the e-mail for notifications about this profile (you can click "With Attachments" to include an attachment on the e-mail)

   • Notify Event: These are the events that the Notifyee will get the notifications about (example, you can say "On Error", "On Information", "On Warning" and "On Running" to cover all your bases)

   • Number Format: This is how the numbers will display

   • Date Format: This is how the date will display

   • Thread ID: This can be kept as Default

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