Recurring Expense

To Create a Recurring Expense :

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 Recurring Expense

   3. Description: optional

5. Click Save

6. Click on the Parameters tab

7. Enter the necessary parameters for this profile.

8. Click Save

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

10. 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