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Recurring Payments/Expenses

Is there a way to perform a test using IDEA that would pull recurring monthly, quarterly, semi-annually expenses from a general ledger? Thanks!

Brian Element Wed, 05/10/2023 - 15:44

Great timing, we are planning on building this test as part of one of the Caseware IDEA apps.  

In order to do this we would need to know what to look for, so would these transactions have the same vendor, amount, description and such.  I guess we would want them to be at regular intervals, such as weekly, monthly, etc.  In your experience what should we be looking for?