Recurring Journal Entries

How to create and use recurring journal entries

You can create a list of recurring journal entries and post them as a group, saving time with making routine entries.  Journal entries not assigned to a Recurring List will be deleted once posted.

Create a name for the recurring journal entries:

If you want to name a category to assign a group of recurring journal entries.  A default Standard Recurring group is preloaded into Studio Designer.

  1. Click Settings > Recurring Lists > +New Recurring list
  2. Enter a new name for your recurring list (ex: "Payroll")
  3. Save

Create new journal entries and link them:

Linking the two journal entries with a common Recurring List name will make them available to you when needed. You will need two entries in a double entry accounting system.

  1. Click Accounting > Journal Entry > New Journal Entry 

  2. Create new journal entries and link the recurring list name to each entry

    1. Complete the entry details

    2. Enter the recurring list name in the Recurring List section

  3. Save, then repeat the above step to create the second entry

Using the Recurring List.

  1. Click Accounting > Journal Entry
  2. Select the recurring journal entries from the Recurring List; the journal entries should now be visible in the listing
  3. Enter the date you want assigned to the recurring entries in Journal Date
  4. Click Post Entries