To create a recurring General Journal template

If you haven’t already read the General Journal Entries Overview, see Using recurring General Journal templates for more information.

The General Journal Entry window with the entries you want to store should be displayed.

  1. Click the Save Recurring button to open the Save Recurring Template window.
  2. Enter the necessary information about the transaction in this window.
  3. Click Record Template to close the Save Recurring Template window.
  4. If you want to record the transaction as an actual General Journal entry now, click the Record button in the General Journal Entry window. If you don’t want to record the transaction at this time, click the Cancel button.

To create a recurring General Journal template