Entering a Recurring Journal Entry
- Navigate to Accounting > GL > Recurring Entries
- Select the '+Add Recurring Entries' button
- From the dropdown select "Add Journal Entry"
- Enter a Memo (This is the main memo/description)
- GL Code/GL Account - Enter the code or name for a GL
- Cost Center - Select the Cost Center for the specified GL (if different than the designated default Cost Center)
- Debits/Credits - Enter the amount in the appropriate side of the entry. If there is a variance (in red) at the end of your entry, adjustments need to be made to your entry
- Note - This is an optional note that will show in the GL transaction history, but is not the main memo for the Journal Entry
- Select the blue "Setup Schedule" button
- Select the Recurrence Pattern
- Select the Range of Recurrence
- The start date needs to be at least one business day prior to the first posting date
- Select the blue 'Save" button
- Select the blue 'Save" button
