Process Recurring Expenses

Follow these steps to Pull Recurring Expenses and Post Them in Stratus Rep Payee. Expense templates need added for each client before this process.

Pull Recurring Expenses to Staging

  1. Go to: Recurring → Recurring Expense Template → Pull Recurring Expenses to Staging
  2. On the Pull Recurring screen, pick the Frequency you want to process
  3. Click Pull Expense
  4. The pulled templates will now be available for editing in the Recurring Expense Edit Grid. 

Review the Recurring Expense Edit Grid

  1. Go to: Recurring → Recurring Expense Staging → Recurring Expenses Edit Grid
  2. Leave the filters blank to see all or use a filter to restrict the listing
  3. After you pick your filters, the grid will update
  4. Edit amounts if a client’s rent or cost changed.
  5. Simply click into the cell you want to change and edit directly in the grid.
  6. After making changes, Tab out of the field to save your edits.

Review Recurring Expense Edit List

  1. Go to: Recurring → Recurring Expense Staging → Recurring Expense Edit List
  2. Sort Order: Pick client name
  3. Frequency: Pick ALL FREQUENCIES to see everything, or pick a specific frequency (like monthly or weekly).
  4. Notify: Check the NOTIFY box so the report will show up on your dashboard.
  5. Click RUN REPORT.
  6. Review all the entries and check the overall total.
    1. If you find a mistake: go back to the Recurring Expense Edit Grid and fix it.
    2. If a mistake is not caught before posting: You will need to follow Expenses – Cancel an Unpaid Expense to correct it.

Post Recurring Expenses

After the edit list looks good, it’s time to post!

  1. Go to: Recurring → Recurring Expense Staging → Post Recurring Expense
  2. Frequency: Pick the frequency you want to post.
  3. Transaction Date: Enter the date you are posting the expenses.
  4. Actual Expense Date: Enter the real date of the expenses (usually the same as the transaction date).
  5. Sort Order: Choose Client Name.
  6. Notify: Check the NOTIFY box.
  7. Click RUN REPORT to post the expenses.
  8. After You Post the Recurring Expenses, Print Checks

📝 Quick Notes

  1. Recurring Expenses are bills like rent, room and board, or regular payments that happen every month.
  2. You can add recurring expenses two ways:
    1. Client Master Recurring Expense tab - click Add New Expense
    2. Recurring Expense Template Go to: Recurring → Recurring Expense Template → Recurring Expense Template
  3. You must Pull Recurring, Select in the Grid, Review, and Post each month to process expenses correctly.
  4. If you skip moving to the grid, the expenses won’t be posted.
  5. If you don’t run the Edit List, you might miss mistakes.

See Expenses - Maintain Recurring Expenses

5/2025

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388