Recurring Transactions

Recurring Transactions in CrewCost allow you to automate journal entries and expenses that repeat on a defined schedule. Instead of manually creating the same transaction at each interval, you configure it once, and the system generates it automatically according to the schedule you set.

Access the Recurring Transactions List

To begin, navigate to the Recurring Transactions section in CrewCost Settings.

1. Click Settings to open the dropdown menu in the left sidebar.

2. Select Other to access other settings.

3. Click Recurring transactions on the Other settings page to view the Recurring Transactions List page.

Once in the Recurring Transactions List page, you can start creating a new Recurring Transaction.

Create a New Recurring Transaction

With the Recurring Transactions list open, follow the steps below to create a new recurring transaction. The form is divided into two sections: Essentials and Items.

1. Click the + New Recurring Transaction button in the top-right corner of the list.

2. In the Transaction field, select the transaction type, such as Journal Entry or Expense.

3. Enter a name for the transaction in the Name field.

4. In the Interval field, select how frequently the transaction should repeat, e.g., Daily, Weekly, Monthly, or Yearly.

5. In the Every (days) field, enter the numeric interval between occurrences (for example, 1 for every day, 7 for every 7 days).

6. In the Start date field, enter or select the date on which the recurring transaction should begin.

7. In the End field, select when the transaction should stop: None to repeat indefinitely, On to end on a specific date, or After to end after a set number of occurrences.

Add Line Items

The Items section defines the individual lines of the transaction. Each row represents one line item. To add line items, follow the steps below.

1. Click + New Item (top-right of the Items table) or + New Item (bottom-center of the Items table) to add a new row.

2. For each row, fill in the available fields:

Field	Description
Job	Select an existing job from the dropdown, or select Create a new job to create one. This field is optional.
Account	Select an account from the dropdown. If a Job is selected in the same row, this field is set automatically and cannot be edited.
Description	Enter a free-text description for the line item.
Cost Code	Select a cost code from the dropdown (for example, 00 - Preconstruction, 01 - General Requirements).
Cost Type	Select the cost type from the dropdown.
Debit	Enter the debit amount for the line item.
Credit	Enter the credit amount for the line item.

The totals row at the bottom of the Items table displays the sum of all Debit and Credit values entered. If the totals do not balance, they will be highlighted in red.

1. To remove a row, click the trash icon in the Actions column of that row.

2. Click Save in the bottom-right corner to create the new Recurring Transaction.

After clicking Save the new recurring transaction will appear as a new entry in the Recurring Transactions list, showing its Name, Transaction type, Interval, and scheduled dates.

See Also

Keep exploring our platform by taking the next step:

• Set the Accounting Start Date: Learn to define the point in time when your financial data begins inside CrewCost.

• Connect Bank Accounts via Plaid: Connecting your bank account through Plaid allows CrewCost to securely sync financial transactions directly from your financial institution.