Am I able to create recurring date fileds, so same month each year, then to add this onto another report that sums income?
In Projects I have added a Income field, and Expected Payment Date field. I have then created a report to show me the sum of all the incomes by month. So this way I can see my cashflow forecast in coming months, which is great.
BUT I also sell recurring services. So I would like to create a "Project" (or even another app called Hosting) into which I can put the expected income date as recurring in the same month each year. Then next year this data is automatically added in the report, I dont need to add-in the recurring income every year manually.
Similarly I would like to create an Expenses app which I can then minus my expenses from the Income report. So I can see what the actual profit is in the report, not total revenue. Although our expenses are going to be roughly the same each month, so its not a big deal to not have this as I can work it out.
You can set up an app to be recurring if the app is an Event type app, you choose this when creating the app - and then after you choose the desired date, a little clock icon next to it is clickable to set reoccurrence of the item. Here is an article on repeating events: https://help.podio.com/hc/en-us/articles/201019688-Repeating-events
//Oliver - PodioComment actions
If you want the event to repeat, then an event app is the only way to accomplish that. I totally agree that it would be ideal to be able to set recurrence on non-event apps as well - we have this on our input list, so I've added your vote :)
It could be that the advanced workflow feature could be something that could be used for this scenario. If you could submit a private support ticket to us at email@example.com we can take a closer look at your apps and see if we can find an alternative :-)
/Charlie - Podio
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