Using recurring General Journal templates

General Journal Entries Overview> Using recurring General Journal templates

If you plan to record the same General Journal entry on a regular basis, you may want to consider creating a recurring General Journal template. When you create a recurring General Journal template, the transaction information is saved in a separate "holding area" where you can retrieve the transaction as many times as you want in the future. You can change the information on a recurring template as needed. Until you record them, recurring General Journal templates have no effect on your financial records.

You can remove a recurring template whether your transactions are changeable or unchangeable. The transaction is removed from your list of recurring templates only. Any transactions you've already recorded using a recurring templates you remove won't be affected.

You can choose to record recurring General Journal templates using the To Do List window; simply mark the Action column to indicate which templates you wish to record. Keep in mind that the transactions will be recorded automatically. If you need to review or change any parts of the transactions before they're recorded, click the zoom arrow to open the transaction in the Record Journal Entry window.

Click below for the step-by-step procedures:

To create a recurring General Journal template

To find a recurring General Journal template

To display a list of recurring General Journal templates (and record them, if you wish)

To change a recurring General Journal template's name and/or frequency

To change a recurring General Journal template's line items and additional information

To remove a recurring General Journal template

General Journal Entries Overview - Using recurring General Journal templates