Help Centre

How do I make an income or expense recurring?

ForLandlordsProperty managers

Who can do this

Landlord; Organization users with Create Transactions.

Where to find it

Add transaction → Income or Expense → Anything else?.

Steps

  1. Turn on This is a recurring transaction.
  2. Choose Repeats: Weekly, Every two weeks, Monthly (default), Quarterly or Yearly.
  3. Set the Start date and optional End date.
  4. Click Add transaction.

What happens next

Kera saves the first entry and a recurring template. Each night (about 3 a.m. Toronto time) Kera posts any instances that are due, including missed ones.

Troubleshooting

"Choose how often it repeats" means Repeats is empty.

Limits

Kera doesn't post a recurring instance dated in a closed period. Kera has no screen to list or stop recurring income and expense templates; to stop one, contact Kera support. Recurring bills and invoices have their own lists (see below).

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