Help Center - For Landlord

TenantCloud Support

How can I view the list of all recurring transactions?

The Recurring Page gives you the ability to easily view, manage, and track all recurring transactions, their statuses, and their schedules. The Recurring Page is located in the general Accounting Menu:

How can I view the list of all recurring transactions?

 

By default, the Recurring Page shows you a list of all active recurring transactions sorted by date of creation. Other statuses are ended and future depends on the start and end date.

In order to create a recurring invoice, click on "+ recurring income/expense" and add invoices in the regular way by entering amount, category, frequency, start date, and end date:

How can I view the list of all recurring transactions?
 

Once the recurring invoicing has been created, you can view it by clicking the "Details" link. Click the three dots menu for extra options such as "Post next invoice," if you need to initiate the next invoice in advance:

How can I view the list of all recurring transactions?
 

Recurring transactions, excluding those required by the lease, can be removed and/or ended on the Recurring Page:

How can I view the list of all recurring transactions?
 

 

Last updated:
Apr. 10th, 2019

Please let us know if you have any other questions.