Creating and Posting Recurring Journal Entries

Note:  Recurring journal entries can be created in only standard or user-defined journals.
  1. To create a recurring journal record:
    1. Open the Journals form and find or create a user-defined journal.
    2. Select Recurring Journal.
    3. Save the record.
  2. To post recurring journal entries:
    1. Click Journal Entries. The Journal Entries form is displayed.
      Note:  If you need to post entries for another recurring journal, open the Journal Entries form and then find the recurring journal.
    2. Fill in the appropriate fields for your recurring transaction. For a new recurring journal, specify all transaction entries. For an existing recurring journal, you might only need to change the transaction dates.
      Note:  Transaction dates can be changed one by one on the Journal Entries form, or you can change them all at once using the Ledger Posting form, which is opened in the next step. On the Ledger Posting form, select Single Date To All Entries and specify the date in Date For All Transactions.
    3. Select Actions > Post Journal. The Ledger Posting form is displayed.
    4. Print and post the ledger.
    5. Review the Journal Transaction report to check for any inaccuracies.
    6. Post the journal.
    7. If the journal was posted before in the same period, you will be prompted to confirm. Click Yes to post.

After successful completion of the post, a success message is displayed and the system returns to the Ledger Posting form.

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