Recurring batches

The transactions within a recurring group remain intact after GL Entry Batch Update Report or Vendor Entry Group Update Report is run. You can set up a recurring group and run that group report every period without having to specify the transactions each time. Use this feature to process monthly fixed expenses, such as depreciation. You can update the group each time you want to update records without manually reentering the data each month. You can also edit or delete GL Distribution records after the final update is performed on a recurring group. You can change the amount or GL accounts on an invoice to reflect the variable charges you might incur for some recurring invoices, such as utilities or loan payment, without having to re-specify the same GL entries each month.

In addition, you can set the batch update as a stored report to run automatically.