Creating a Recurring Journal Entry

Step-by-Step

  1. Find the Journal Entry that you would like to create Recurring JE’s for and navigate to the General tab.
  2. Enter in the number of recurring Journal Entries you would like to create in the Number Recurring JE field.
  3. In the Action Menu, choose Copy JE.
  4. Find the newly copied JE’s in the Unposted JE Header Listing on the General Ledger homepage.

This button will create your Recurring JE’s.  it will create an exact duplicate of the current JE, carrying over all Credit and Debit amounts.  The date will automatically increase by one month for however many copies you create.  You may change any dates or information on your newly copied JE’s.