Set Up Recurring Expenses

Recurring expenses save you from re-entering the same claim every period — rent shares, subscriptions, or fixed team allowances, for example.

Create a recurring template

1. Go to Expenses → Recurring Expenses.
2. Create a template from an existing expense, or fill in the same fields you would on a normal claim (category, amount, vendor, and so on).
3. Choose a frequency: daily, weekly, monthly, quarterly, or yearly.
4. Set the next run date — the first date Biznsbook should generate a new expense from this template.
5. Optionally turn on auto-submit so each generated expense is submitted as soon as it is created.
6. Save the template.

You can edit a template later if the amount, category, or schedule changes.

Auto-submit vs. approval

• Auto-submit applies when instances are generated: the new expense enters the approval path (or auto-approves when no workflow stages apply), just like a manually submitted claim.
• An auto-approve flag may appear on the template, but generated expenses still need a real approver when workflow stages apply — Biznsbook does not skip approval stages automatically.

Pause and resume

If a subscription pauses or a seasonal cost stops, pause the template so no new expenses are created. Resume it when the cost should start again. Your administrator can also pause or resume templates through the expense APIs.

:::tip Start from a good sample expense Build the first claim carefully — category, tax, vendor, and description — then turn it into a recurring template. Every generated instance copies that baseline. :::

Next step

Submit and approve expenses

Review how generated expenses move through approval.

Run expense reports

Check the recurring schedule alongside other spend reports.