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Management > Recurring costs > How to create a recurring cost?

In order to create a new Recurring cost, go to the Management > Recurring costs panel and click Add new button located in the top-right part of the screen:

After, the following panel will be available to you:

On the left part of the board, you will be able to find the new recurring costs tabs:

It contains two sub-sections:

  • General
  • Additional information

 

General

The General sub-section of the New recurring cost has the following panel:

It contains two sub-panels:

  1. Cost details
  2. Recurrence

 

  • Cost details sub-panel

By clicking on the vehicles drop-down list, you can select the which vehicles to be associated with the new recurring cost. From the drop down menu you can tick which vehicles you want:

You can select individually the vehicles by ticking the box next to the desired row. Moreover, in case you wish to select all the vehicles, tick the Select visible box and, automatically, all the vehicles associated with your account will be considered for this recurring cost. 

When you finish your actions, click Apply to confirm your changes.

Concerning the Entity field, by clicking on the drop-down menu you can select to which of the entities (created in Management > Entities), you wish to associate the new recurring cost.

On the cost type field, you will be able to choose among the cost types that are already associated with the selected entity:

 

On the individual cost field, you are able to select the cost to be applied to each one of the selected vehicles in the vehicle field. To do it, click on the blue link Click to add:

After, a text box will become available to you:

When you are done, press enter key and Frotcom will consider the defined value for the currency selected in your user preferences.

If you want to change the currency, click here.

 

  • Recurrence

By clicking on the Next date calendar button, a calendar menu pops up and you will be able to define the next date when this cost is to be automatically entered:

After you define it, press Apply.

On the periodicity field, you are able to define the periodicity with which this cost will occur. By clicking on the periodicity button, the following drop down menu is available to you:

On the expire field, you can select if the new recurring cost is to finish on a particular day or not. If you want your recurring cost to be terminate on a particular day, select Yes. Otherwise, select No.

In case you select Yes on the Expires field, you will have an additional field called Expiration date. It will allow you to define the Expiration date of this recurring cost. By clicking on the Expiration date calendar button, a calendar menu pops up and you will be able to define the expiration date when this cost shall cease:

 

Additional information

The Additional information sub-section of the new recurring cost has the following panel:

All of these are free text fields that you can use to better define this cost. To edit any field, just click on the Click to add link and a text box will be available for you to edit.

When you are done with your actions, click on the Save button located in the upper-right part of the screen:

 

If you wish to edit an already created recurring cost, click here.

If you wish to delete a recurring cost, click here

 

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