In Cosmolex, routine fixed amount bills such as rent, lease payments, mortgage etc can be set as “recurrent bills”. Bills will be automatically prepared at the set frequency and you will be reminded to add those to your Accounts Payable.
To do this:
There are two ways to enter recurring bills:
The first way is within the add new bill window when entering a new bill.
- Where it says recurring, check off this option and choose an option in the dropdown of when you would like this bill to recur.
- When ready click Save. Once saved, to view the recurring bill, click recurring bills icon as shown below:
- In the recurring bills window, you will see your recurring bills that have been set.
The second way of entering recurring bills is within in the recurring bills window, you can click add as shown above, and an add new bill window will appear.
In this window, fill out the information that is needed for the bill and where it says recurring, choose when you want this bill to recur.
Once you click Save, the bill will appear in the recurring bills window as shown below:
You can edit or delete a recurring bill from this window as well as export a list of the recurring bills from Cosmolex to view and print out.
Also, you can keep track of any recurring bills coming up, by viewing pending bills notification in the navigation menu as shown below:
Note: The pending bills notification will show recurring bills coming up for the next billing date that are due.