Identifying recurring transactions

Sometimes transactions that occur on a regular basis do not substantiate automatically. My Care Card lets you identify these transactions as recurring transactions. Once a transaction is identified as recurring, subsequent instances of these transactions will substantiate automatically. Use the Substantiate Transaction page to identify transactions as recurring.

To flag a recurring expense:

1.   Find the last instance of the transaction you want to flag as recurring by completing one of the following:

·       Find the transaction in the member profile and click the Details icon icon for the desired transaction.

·       Find the transaction in the Substantiation tab and the click the Details icon icon for the desired transaction.

The Substantiate Transaction page displays in a separate window.

2.   Select Yes for the Flag as recurring expense option.

3.   From the Frequency list, select how often the transaction will recur.

4.   In the Expiration Date field, enter the date of the last occurrence of that transaction.

Tip: Click the icon to select the date from a calendar.

5.   Click Save. The Substantiate Transaction window closes, My Care Card saves the transaction as a recurring transaction, and future occurrences of the transaction will substantiate automatically. The Recurring icon icon is displayed next to recurring transactions.

Important: If you want to remove the recurring status for a transaction, you must unsubstantiate the transaction first.