{"schema":"exacc.help.page/1","url":"https://exacc.au/help/recurring-projects/","title":"Set up recurring projects","description":"Have Exacc create a project for a client every week, month or year (a BAS each quarter, a tax return each year), and optionally email the client.","category":"Projects","summary":"Open **Business › + Recurring Project**, choose the **Type** and **Contact**, set **Issue every** (weeks, months or years) and the **Next Execution** date, the **Project Title** and **Initial Status**, and save. Exacc creates the project overnight on each date and emails you a report.","lastVerified":"2026-10-10","apps":["app"],"processIds":[],"start":{"label":"New recurring project","url":"https://app.exacc.au/{dbId}/todo/recurring-project/new"},"menuPath":["Business","Operations","+ Recurring Project"],"steps":[{"step":1,"title":"Set it up","body":["Open **Business › + Recurring Project**:"],"url":"https://app.exacc.au/{dbId}/todo/recurring-project/new","fields":[{"name":"Select Type and Select Contact","help":"the kind of project and the client.","required":true},{"name":"Issue every","help":"how often: a number of weeks, months or years.","required":true},{"name":"Next Execution and End Date","help":"the next creation date (the following ones are listed) and an optional last date.","required":true},{"name":"Project Title, Brief, Manager, Budget","help":"what each new project gets.","required":true},{"name":"Initial Status and Add days to due date","help":"its status and how long it has.","required":true}],"image":"https://exacc.au/help/recurring-projects/step-1.png"},{"step":2,"title":"Email the client (optional)","body":["Tick **Send e-mail to Contact on creation** and write the **Subject** and **E-mail body** (**Tags Help** lists the fields you can insert). A client without a valid email gets no project that day: fix their email."]},{"step":3,"title":"What happens","body":["Each night Exacc creates the projects due that day and emails a \"Creating Recurring Projects - report\" to you and each manager. If the client has been made inactive, the recurring project stops."]}],"sections":[{"heading":"Seeing your recurring projects","body":["Reports › Sales › **Recurring Projects** lists them."]}],"related":["https://exacc.au/help/create-project/","https://exacc.au/help/project-types/","https://exacc.au/help/manage-projects/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}