How do I set up bills to post automatically?

For example:

  • My landscaper comes by every two weeks with an invoice, so I set up a recurring bill for "every two weeks" within Buildium to keep track of these.
  • I use monthly recurring bills to keep track of the fresh flowers we keep in the vestibules of each building.
  • Keep in mind that on a cash basis, a bill is just a bill. Therefore, it would not appear on any cash basis reports. It is not recognized as an expense until it has been paid by a check. For expenses that you want to automatically reduce your bank account you will want to use a recurring check.

Creating a recurring bill will work exactly the same as the bills that come to your mailbox in the real world - when the date you've selected arrives, a bill will post automatically on the bills page, ready for you to pay.

Recurring bills are processed and incremented once a day through a batch process. They are best used to create bills in the future, rather than catching up on your data entry.

Add a recurring billShowHide

  1. Navigate to Accounting > Recurring Transactions.
  2. Click Add recurring bill.
  3. Complete the form. Choose a vendor, bill frequency, date and duration.
  4. Enter the property, account type and amount of the bill, then click Save.


Edit a recurring billShowHide

  1. Navigate to Accounting > Recurring transactions.
  2. Click on the recurring bill that you want to edit.
  3. Make any necessary changes, then click Save.



Delete a recurring billShowHide

  1. Navigate to Accounting > Recurring Transactions.
  2. Click the recurring bill you want to delete.
  3. Click Delete.
  4. A confirmation pop-up window is displayed, prompting you to confirm the deletion. Click OK to delete the recurring bill and return to the Recurring transactions page.



Article #: 112292

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