Repeating Transactions and Journal Entries

Overview

This option allows you to store transactions and/or Journal entries are the same every month. This means you don't have to keep entering the transactions every month. Let the system generate them for you.

Note: Starting with v5.48.02 the system will automatically check to see if you have entered/created any repeating entries each time you change into a new period. If you do, it will then check to see if any (Rp) repeating entries have already been created. If not then it will prompt you to create them now. Otherwise it will do nothing.

1. Transaction -> Repeat Entries
   
   
   1. Enter Repeat Transactions
   2. Enter Repeat Journals
   3. List Repeat Transactions
   4. Create Repeat Entries
   
   
2. Enter Repeat Transactions - This option is used to enter repeating G/L Transactions.
   
   Note: It uses the standard General Ledger Transaction Entry Screen.
   
   Note: The screen will show any previously entered repeating transactions and journal entries.
   
   
3. Enter Repeat Journals - This option is used to enter repeating Journal Entries.
   
   Note: It uses the standard Journal Entry Screen.
   
   
4. List Repeat Transactions - This option list/prints the repeat entries you have entered.
   
   Note: It will show the transactions with the date they were entered into the system.
   
   
5. Create Repeat Entries - This option will create the actual entries for the month.
   
   
   1. Repeat All Journals
   2. Select Journals to Repeat
      
      
   3. Add to Existing Repeat Entries
   4. Replace Existing Repeat Entries
      
      
   5. Date Range