Journals

How to create a Recurring Journal

Recurring journals are used to streamline and automate frequent or regular financial transactions.

    Steps: 

    1. Create a Journal as usual. 
    2. Click Recurring on the top of the page. 
    3. The Recurring Journals screen will appear.
    4. Select or Enter the RECURRENCE DATE. 

    5. You can also Add Selected Number of Months to create a recurring journal for a specific number of months.

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    6. Select GO.
    7. Enter or Select the First Date for the recurring Journal.
    8. Click OK. 
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    9. Click SAVE.
    10. Click CREATE JOURNALS to allocate the journal numbers.
    11. Click the RECURRING JOURNAL NUMBER.
    12. Check the box next to the Journal No.  
    13. Click POST