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Expenses · 4 steps

Set up recurring company expenses

Post rent, broadband, subscriptions and other regular company-paid costs automatically on a schedule.

1Open Recurring

Go to Expenses → Recurring. Each schedule shows its category, how often it repeats, whether it's paid through bank or cash, the Next post date and the amount. Use the switch to pause or resume one. Choose the + button to add a schedule.

Scalar360 screen: Open Recurring
Numbered outlines show what to click, in order.

2Describe the expense

Enter a Profile name, choose the Category and the Merchant you pay. Enter the Amount (incl. GST), the GST % and whether it's Paid through bank or cash.

Scalar360 screen: Describe the expense
Numbered outlines show what to click, in order.

3Set the schedule

Choose how often it Repeat every — weekly, fortnightly, monthly, quarterly or yearly — and the Start on and Next post date. Leave Never expires ticked, or untick it to set an end date.

Scalar360 screen: Set the schedule
Numbered outlines show what to click, in order.

4Create the schedule

Leave Post the first expense now ticked to post this period straight away, then choose Create schedule. Each post appears as an approved, company-paid claim.

Scalar360 screen: Create the schedule
Numbered outlines show what to click, in order.
How expenses reach your booksWhat Scalar360 posts to the ledger when a claim is approved and reimbursed, and where to see it.Set up categories, policies and approval workflowsCreate the spend heads people claim against, with limits and receipt rules, and decide who approves claims.

Still stuck? Contact our support team — or start a free trial to try this in your own company.