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Set up a recurring expense profile

Quick answerIn MAJA Books go to Purchase → Recurring Expenses → New Recurring Expense, name the profile, choose the vendor, how often it repeats, the dates, the amount, the expense account and the bank or cash account it is paid through, and click Save Profile.
Where: MAJA Books → Purchase → Recurring Expenses → New Recurring ExpenseWho: Any user whose role allows creating expenses

Steps

  1. Open MAJA Books and click Purchase in the left menu, then Recurring Expenses.
  2. Click New Recurring Expense.
  3. Type a Profile Name (for example "Monthly Utility Bills") and choose the Vendor.
  4. Choose Repeat Every: Week, Month, Quarter or Year.
  5. Set the Start Date; leave End Date empty if it should not end.
  6. Enter the Amount (AED).
  7. Choose the Expense Account and the Paid Through bank or cash account.
  8. Add Notes and attachments if you like, then click Save Profile.

What MAJA does for you

  • The profile is saved as active and listed on Recurring Expenses with its schedule and amount.
  • Saving the profile posts nothing to the ledger.

Good to know

  • A profile name, an amount above zero and a vendor are required: recurring expenses spawn real payments, and no payment leaves MAJA without a counterparty.
  • Use the pause and play buttons on the profile's row to pause or resume it.
People also ask
  • How do I set up a monthly utility expense in MAJA Books?
  • How do I create a recurring expense in MAJA?
  • How do I stop a recurring expense in MAJA Books?
  • Do recurring expenses need a vendor in MAJA?
Still stuck? In the app, tap the ? button at the top and choose Chat with MAJA support — the screen you are on goes with your message and the reply comes to the same place (within one working day). Or write to support@majabooks.com, or ask MAJA's assistant (the round button at the bottom right of MAJA Books).