- Knowledge Base
- Accounting
- Journal Entry
Reoccurring Journal Entries
How to create and use reoccurring journal entries
You can create a list of reoccurring journal entries and post them as a group, saving time with making routine entries. Journal entries not assigned to a Reoccurring List will be deleted once posted.
Create a name for the reoccurring journal entries:
If you want to name a category to assign a group of reoccurring journal entries. A default Standard Reoccurring group is preloaded into Studio Designer.
- Click Settings > Reoccurring Lists > +New Reoccurring list
- Enter a new name for your reoccurring list (ex: "Payroll")
- Save
Create new journal entries and link them:
Linking the two journal entries with a common Reoccurring List name will make them available to you when needed. You will need two entries in a double entry accounting system.
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Click Accounting > Journal Entry > New Journal Entry
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Create new journal entries and link the reoccurring list name to each entry
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Complete the entry details
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Enter the reoccurring list name in the Reoccurring List section
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Save, then repeat the above step to create the second entry
Using the Reoccurring List.
- Click Accounting > Journal Entry
- Select the reoccurring journal entries from the Reoccurring List; the journal entries should now be visible in the listing
- Enter the date you want assigned to the reoccurring entries in Journal Date
- Click Post Entries