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How do I create Recurring Journal Entries? (Journal Entry Template)


The video is at the bottom of the page.

You have an option to create recurring Journal Entries that are generated automatically or on an "as needed" basis.

1.  Accounting > General Ledger > Journal Entries> Template (from Sub-Menu)

2.  Click NEW

3.  Name the template

4.  Assign a frequency

  • Not Scheduled: JE must be manually generated
  • Weekly, Bi-Weekly, Monthly: Must enter the day that it will automatically recur.

5.  Enter the Start Date

6.  Enter the journal entry.  Click SAVE


Recurring JE Template - As Needed

1.  Accounting > General Ledger> Journal Entries > Template (from the sub-menu) Click POST

2.  Today's date will show, change if needed

3.  Click SAVE

 


Recurring JE Temlpate - As Needed

1.  The entry will appear on the date specified.

 

NOTE: When a JE has recurred, the user will receive a Task informing them. To close the task, just open that Journal Entry!

NEED MORE HELP? WATCH THIS VIDEO


Video too small? Click the Full Screen link on the lower right of the video!

 

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