Recurring Bills and Receipts Management

Enhancement Description: We've added the ability to manage recurring bills and receipts, providing users with full flexibility and control over recurring schedules. By marking a bill as recurring (Action > Make Recurring), users can set up schedules that suit their needs:

  • Daily
  • Weekly: On a particular day, every xx weeks
  • Monthly: On a specific day of the month or a particular day of the week (1st to last week of the month), every xx months
  • Yearly: On a specific day of the month, month of the year, every xxx years

Users can also set bills to be created xx days in advance and customize the invoice number notation with prefixes and suffixes. Recurring bills are tagged with "Recurring" and given the status "auto-generated." Additionally, a new dashboard allows users to review, manage, and create recurring bills, enhancing workflow automation and ensuring timely payments. For instance, we can now ensure our office lease is paid on time by adding it as a recurring bill. Please update relevant customers on this new feature.

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