How do I record automatic withdrawals from a bank account?

For example:

  • Since I know my landscaper is going to bill me every two weeks, I use the recurring checks feature in Buildium to automate the payment process.
  • I prefer to use the recurring checks feature rather than manually entering a check every month to our florist.
  • We keep a handyman on our payroll, and the recurring checks feature allows me to know that his paychecks are being recorded.

Creating a recurring check will work exactly the same as automatic debits in the real world - when the due date comes around, a check will post in the bank account that was chosen when the recurring transaction was created. 

Recurring checks are processed and posted to Buildium 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 checkShowHide

  1. Go to the Accounting menu.
  2. Go to the Recurring transactions page.
  3. Click Add recurring check.

  4. Complete the form.

  5. Click or Save and new button. Which save option should I choose?.

Change a recurring checkShowHide

  1. Go to the Accounting menu.
  2. Go to the Recurring transactions page.
  3. Click the recurring check that you're like to edit.

  4. Make your changes.

  5. Click Save button.

Delete a recurring checkShowHide

  1. Go to the Accounting menu.
  2. Go to the Recurring transactions page.
  3. Click the recurring bill that you're like to edit.

  4. Click Delete button.
  5. A confirmation pop-up window is displayed, prompting you to confirm the deletion. Click OK to delete the recurring check and return to the Recurring transactions page.

 

Article #: 112296

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