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stoudtb
New Member - Level 1

Recurring Monthly Expense Template

Hi everyone, 

 

I have a bunch of monthly recurring expenses, so I'd like to create a template with those expenses pre-populated so I don't have to keep entering them every month. 

For example, let's say my internet is $55 each month and it occurs on the 15th of the month. It would be great to have that already entered in a template report I can update each month with expenses that are not recurring.

How can I do that?

Thanks!

1 REPLY 1
KevinD
Community Manager
Community Manager

@stoudtb we do not have that option. However if your company has it activated, you can copy a report, which basically does the same thing as a template. Just open any of your past reports and look on the right hand side for a Copy Report button. It will bring all expenses from the report into a new report. You'll just need to update the transaction dates. 


Thank you,
Kevin
SAP Concur Community Manager
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