Check out this article to learn more about Expenses in Holded and everything you can do from this section.

Get there

Access Expenses in the navigation bar
Select Expenses
Go to the Recurring purchases tab

This feature allows you to convert your draft recurring purchases into purchase invoices, in case you want to do this action before the period or date you entered when scheduling the recurring purchase.

Likewise, you also have the option to stop the recurrence of these drafts, if you need to.

When you convert these drafts to invoices, they will be added to the expense list and recorded as invoices. In addition, the corresponding accounting entries will be generated.

Recurring purchases are drafts of future purchases and, therefore, are not considered actual invoices until they are converted or issued. Learn more about recurring purchases here.

Manage the conversion of your recurring purchases

A. Convert specific drafts

Click on the recurring purchase from the list
From the Summary panel, click on the period with the purchase you want to convert
From the Summary panel on the side, you can view the recurring purchase data (Supplier, Interval, Start, End, Period, or Date), as well as the status of each of the drafts generated. The statuses are: Pending (not yet converted), Skipped (canceled), Converted (issued), Completed (cycle completed).
Hit Convert
Confirm the action

B. Convert drafts in bulk

Click on View pending
From the Summary panel, click on the drafts you want to convert by checking the box to their left
If you want to select all drafts, click on Select all to go faster
Hit Convert selected
Choose one of the available options to indicate the date of issuance: Today's date, Conversion date, or Custom date
Confirm the action