Manage Recurring Transactions

The Recurring feature in ManageCasa allows you to automate scheduled income and expense transactions such as HOA dues, rent payments, and recurring vendor bills. By setting up recurring schedules, you reduce manual data entry, improve consistency in accounting records, and ensure that important financial transactions are recorded on time.

This feature is designed to help property managers and administrators streamline financial operations and maintain accurate, up-to-date accounting records with minimal effort.

Accessing the Page

• From the left menu, click Recurring

Recurring Transactions Overview

At the top of the page, you’ll find tools that help you quickly manage and filter recurring entries:

• Create Recurring Transaction – add a new scheduled income or expense
• Search – locate specific transactions
• Period Filter – view entries within a selected date range
• Account Filter – filter by ledger account
• More Filters – apply additional criteria as needed

Below is the Recurring Transactions table displaying all scheduled entries in a structured format. Each row includes key details such as the next scheduled date, associated account(s), resident or vendor, property or association, amount, end date, status toggle, and the three-dot menu (...)

For the status toggle, it allows you to turn a schedule on or off (paused schedules will not generate new transactions)

And in the three-dot menu, you can access additional actions like Edit, Create Tasks, Start Message, Copy, Terminate, and Delete.

NOTE:

• Toggling off stops future transactions temporarily
• Terminating stops the schedule permanently
• Deleting removes the entry entirely

• Terminating before deleting is recommended for better record handling

   

Creating a Recurring Transaction

To create a new recurring schedule:

• Click Recurring Transaction
• Select either Income or Expense
• Fill in the required details:
  • Select payer or vendor
  • Add description (optional)
  • Configure the schedule: Start date, Frequency, Days posted in advance, and Ends when condition.
• Under Apply Amounts by Account: 
  • Select property or association
  • Choose the ledger account
  • Enter the amount
  • Add multiple line items if needed for distribution across accounts
• Click Save