Recurring Payables/Receivables (BR Standard)

With the action “Recurring Payables/Receivables (BR Standard)”, you can scan a table of recurrent records and create monthly copies automatically when the chosen trigger is activated.

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Trigger -> Action

The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:

When the condition (trigger) happens, then do (action).
Trigger -> Action

How to create

You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:

Select the trigger of your choice to activate the action, then select the "Recurring Payables/Receivables (BR Standard)" action, and fill in the options:

• Choose tab of recurring events:
  • Choose the tab which holds the recurring payable/receivable events.
• Choose recurring day field:
  • This is the field that shows the day of the month when the recurring event will be created.
• Choose recurring effective date (competence) field:
  • This is the field for the next effective date.

• Choose recurring due date field:
  • This is the field for the next due date.
• Choose recurring amount field:
  • This is the field for amount ($) of the record.
• Choose recurring bank account field(optional):
  • This is the connect field for the bank account.
• Choose recurring vendor/client field(optional):
  • This is the connect field for the vendor/client.
• Choose recurring category field(optional):
  • This is the single option field for the category of the record.

• Choose tab of payables or receivables:
  • Choose the table where the payables or receivable records are
• Choose effective day (competence) field:
  • This is the field for the next effective date of the record that will be created.
• Choose due date field:
  • This is the field for the next effective date of the record that will be created.
• Choose amount field:
  • This is the field for amount ($) of the record of the record that will be created.

• Choose bank account field(optional):
  • This is the connect field for the bank account of the record that will be created.
• Choose vendor field(optional):
  • This is the connect field for the vendor/client of the record that will be created.
• Choose category field(optional):
  • This is the single option field for the category of the record that will be created.

Click on save