How to set up a recurring expiry
Make an expiry automatically renew on a schedule instead of re-creating it every time.
What is it
A recurring expiry is a single record that regenerates its next occurrence automatically instead of you creating a brand-new expiry every cycle. It's the difference between a one-off deadline (e.g. "file this permit application") and an ongoing obligation that repeats forever or for a set number of cycles (e.g. "renew this insurance policy every year").
Why / when to use it
Steps- Use recurring for anything genuinely periodic - annual licenses, monthly subscriptions, quarterly audits, yearly certifications - so you never have to remember to manually re-add it after it's handled.
- Don't use recurring for one-time tasks or deadlines with an uncertain next date (e.g. a one-off contract negotiation) - a plain expiry is simpler and avoids clutter from a "phantom" next occurrence you'll never actually use.
- Set a Recurrence Count or End Date when you know the obligation is finite (e.g. a 3-year lease with annual reviews); leave both blank only when it truly repeats indefinitely.
- Open the expiry (or start creating a new one) and find the Recurring section of the form.
- Turn on Is Recurring.
- Choose the Recurrence Type: day, month, or year, and set the Interval (e.g. every 1 year, every 3 months).
- Choose an end condition: a fixed Recurrence Count (total number of times it repeats) or a Recurrence End Date - leave both blank for it to repeat indefinitely.
- Save the expiry. When it comes due and is marked done or reaches its date, ExpiryEdge automatically creates the next occurrence on schedule.