Skip to content
English
  • There are no suggestions because the search field is empty.

How to create a Recurring Journal

This guide explains how recurring journals streamline and automate frequent financial transactions.

Step by Step Guide: 

1. Create a Journal Entry

  • Navigate to ACCOUNTING > General Ledger > Journals.
  • Create a new journal entry following the standard process. Ensure all details such as GL accounts, debits, credits, and descriptions are correctly entered.
  • Click SAVE once the journal is complete.

Click here to see a step by step guide on creating a Journal Entry

2. Enable Recurring Settings

Click RECURRING at the top of the page.

3. The Recurring Journals screen will appear.

  • Use the Add Selected Number of Months option to create a recurring journal for a specific number of months.
  • Click the arrow to proceed.

4. Enter or select the First Date for the recurring journal.

  • Click OK to confirm the recurrence setup.
  • Click SAVE to apply the settings.

5. Click CREATE JOURNALS to generate journal numbers for the recurring entries.

6. Click on the generated RECURRING JOURNAL NUMBER to review the recurring entries.

7. Post the Recurring Journal

  • Check the box next to the Journal No. to select the journal for posting.
  • Click POST to finalize and post the recurring journal.