Hello, the copy document feature is really nice but it would be great if there could be a recurring document section for things like building rents. Documents that technically stay the same each month that could generate automatically even within a specified workflow.
Additional comment on this suggestion, it would be nice if you could schedule certain documents to copy on a recurring basis (i.e. monthly) at the discretion of a requester in a workflow they work in.
1
R
Rickie 4/24/2026 12:15 PMTech
Feature is available but in limited number and will be available to all next month.
2
LB
Lavel Brito 5/6/2026 7:04 PM
My workaround is to use a separate line for each recurring period. I created a UDF to flag the PO as a “Recurring PO” so it doesn’t need to be opened every week. Once the PO completes the approval process, the accounting clerk splits the PO. To do this, I temporarily use placeholder vendor names in the line items to split the PO, then correct the vendor name in the primary field. I prefer this approach over using Partial Pay, since partial invoices do not include the approval information from the original PO and require an extra document to be added to the approved check packet.
I am requesting the option to split POS by date as well to avoid the extra unnecessary step of adding placeholder vendors.