Scheduling Recurring Journal Entries
Updated
by
Vanessa Borges
Scheduling Recurring Journal Entries
You can schedule Journal Entries to post automatically on a set date.
Note: You must create a template before you can schedule a recurring journal entry.
To schedule recurring entries:
- Go to Finance > Accounting > General Ledger.
- Click Schedule Recurring, a new screen will pop up.
- Description: Enter the purpose of the recurring entry.
- Journal Entry Start Date: Choose the date for the first entry.
- Journal Entry End Date: Enter an end date to stop posting, or click End Never if you want the entries to continue indefinitely.
- Repeat Frequency: Select how often to post the entries, or choose None.
- Click Save.
