Create a recurring journal entry based on another entry.

To create a recurring journal entry from an existing entry:

  1. Navigate to the Journals module.
  2. Create a new query and select OK.
  3. Select an existing journal entry.
  4. Select Create New.
    When you select an existing journal entry before selecting Create New, the existing journal entry is used as a template. The new journal entry contains the same members as the existing entry.‌

If you select an unposted journal entry, right-click, and select Duplicate. The right-click duplicate option is only available for unposted journal entries.

  1. Select Edit icon to modify the members of the dimensions.
  2. Select the Recurring checkbox. 
  3. Select Edit icon next to Recurring To date and expand the required year and quarter.
  4. Double-click the correct month.
  5. Modify the JE Tag in the Create New Journal Entry window.
  6. Modify the description and select OK.

You can modify the Detail section of the recurring entry. 

For example, you can add additional accounts, modify the existing ones, modify any non-static members, and modify the Debit and Credit amounts.  

You can Save or Post the journal entry as required.

NOTE:  

  • If the Recurring To date is blank, the journal entry won't have an end date and will continue to recur. Once a Recurring To contains a date, the journal entry posting stops on that month. The Copy Journal Process runs the process of copying recurring journal entries and checking for a value in the Recurring To field.
  • You can't modify the Recurring From date if you select an existing journal entry. The Recurring From date reflects the Current Period from the Global Variables.