How to create recurring journals

For journals that will be used more than once, such as loan repayments or rent, you can create recurring journals that you can quickly select, as opposed to creating new journals each time.

Creating the recurring journal

1. Under the Accounts Payable or Accounts Receivable tab, click Journal Entry.
   
   
   
2. Click Recurring Journals.
   
   
   
3. Click Add.
   
   
   
4. Enter a Journal Name.
5. Select your relevant GL Accounts. Enter a Reference and a Type, and your Debits/Credits.
6. Click Save.
   
   

Running a recurring journal

1. Under the Accounts Payable or Accounts Receivable tab, click Journal Entry.
   
    
2. Click New Journal.
   
   
   
3. Click the Drop Down in the Saved Journals field and select your journal.
   
   
   
4. Change the Date, Reference, and Amount if required.
5. Click Post.
   
   

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