How to use expense templates for recurring costs
Businesses log the same expenses again and again — rent, salaries paid outside payroll, utilities, subscriptions. RushFlow’s expense templates let you save a pre-filled expense once, then search → apply → tweak → submit in seconds. Templates can even carry an allocation split, so a shared cost like rent is divided across units the same way every time.
Step by step
- Save a templateWeb: from Create Expense, save the filled-in expense as a template (name, category, account, amount and any allocation). App: open the Finance workspace → Add expense and save it as a template.
- Apply it next timeWhen the cost comes round again, search your templates and apply the one you need — the fields fill in automatically.
- Tweak and submitAdjust anything that changed (e.g. this month’s amount) and submit. The expense posts, with its allocation, just like a fresh entry.
Where to find it
Web: Create Expense → templates. Management app (Android/iOS): Finance workspace → Add expense.
Why templates help
They cut repetitive data entry and keep recurring expenses consistent — same category, same account, same split — so your reports stay clean month to month.
Frequently asked questions
Can I save expenses I enter every month?
Yes. Save a pre-filled expense as a template, then search, apply, tweak and submit it each period — including any allocation split.
Where are expense templates?
On the web, from the Create Expense screen; in the management app, the Finance workspace → Add expense.
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