Creating a Recurring Journal Entry

This feature allows you to automatically duplicate the entry after specifying the time range for the repetition and the number of occurrences. You can also review all the recurring entries from the journal entries screen.

Steps to recur a Journal Entry

  1. Create a journal entry by referring to the guide to creating a new journal entry.
  2. After saving the daily entry as a draft or as an issued entry, you’ll see an option in the entry screen labeled “Make Recurring“. Click on it.
  3. Enter the recurrence information for the entry as follows:
    • Name: Enter the name of the recurring entry.
    • Start Date: Enter the starting date for the recurrence.
    • End Date: Enter the end date for the recurrence.
    • Frequency: Specify the number of occurrences and the duration between each recurrence.
  4. Click on “Save“.

When creating a journal entry with cost centers and setting it as a recurring journal entry, the system automatically replicates the entry with the assigned cost centers each time.