Copilot

Steps to create recurring transaction schedules

Create Recurrings

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

Steps for creating multiple recurrings for the same merchant.

Tips on optimizing your recurring filter settings.

Steps for pausing or archiving your recurrings

Steps to handle reimbursements for shared recurring expenses.

Find answers and get help from Intercom Support and Community Experts

Link, Press control-option-right-arrow to exit

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you