Copilot Money

Steps to create recurring transaction schedules

Creating Recurrings

Steps to edit recurrings including filter settings, add/delete transactions and delete recurrings.

Editing Recurrings

Steps for creating multiple recurrings for the same merchant.

Multiple Recurrings for the Same Merchant

Tips on optimizing your recurring filter settings.

Optimizing Recurrings

Steps for pausing and archiving your Recurrings

Pausing and Archiving Recurrings

Steps to handle reimbursements for shared recurring expenses.

Shared Recurring Expenses

Getting Started

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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