How do I set up a recurring bill?
ForLandlordsProperty managers
Who can do this
Landlord; Organization users with Create Transactions.
Where to find it
Accounting → ⋮ → Recurring Bills → New template.
Steps
- Who is the bill from?: Vendor Name.
- What's on each bill?: Description and Amount.
- What is it for?: Expense category and optional Property.
- How often is a new bill created?: Frequency (Weekly, Bi-weekly, Monthly, Quarterly, Annual), Start Date, optional End Date.
- Who pays for each bill?: Me, The owner or Split it, and the fee step if the owner pays.
- Click Create template.
What happens next
"Recurring bill template created". Each night (about 4 a.m. Toronto time) Kera creates a Draft bill on each due date; you approve and pay it as usual.
Good to know
In Recurring Bills, click Pause or Resume on a template. A tenant remainder is skipped for a period when that lease is no longer active.
Troubleshooting
"Amount is required", "Vendor name is required".
Limits
Kera doesn't edit or delete a recurring bill template; pause it and create a new one.
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