Creating Recurring Journals

If there are some journals that you have to create regularly, you can save time by creating them as recurring journals. The journal that you base the recurring journals on must be a manual journal with the status "Complete" or "In Progress". You simply specify the number of recurrences you want then Accounting generates that number of journals at regular intervals, copying the details and line items from the source journal. You can change each journal's date, period and description before saving.

Note:

You must ensure that all required periods exist in the current company before attempting to create recurring journals. For example, if you intend to create six recurring journals at monthly intervals, periods must exist for the next six months.

To create recurring journals:

 

Additional Information

The recurring journals are created as regular manual journals. You can work with them in the same way as other journals.

You can use the Recurring Journals list view on the Journals tab to view a list of journals that have been created in this way.

If you create recurring journals in error, you can cancel them using the Create Canceling Journals button in the Journals list view. For more information, see Canceling Multiple Journals.

Note:

When creating recurring journals, if the total number of journal lines exceeds the Manual Journal Line Limit then the journals are created in batches. The maximum number of journals per batch is determined by the Cancel And Recurring Journals Batch Size. Both these limits are held in the Document Line Volume Settings custom setting.