How to Create Recurring Journals

Recurring journals are used for entries that repeat each month with the same value. Common examples include monthly accruals and standard adjustments. Setting these up saves time and ensures consistency in your accounts.

Steps

1. Go to Accounts > Nominal Ledger.

2. Under the Journals header, select Create.

3. A screen will open, similar to the Post Journal screen.

4. Enter a Reference for the journal.

5. Add each journal line:

   • Nominal code

   • Amount

   • Note

   • Press Add after each line

6. Continue until all journal lines are entered and the journal total is zero.

7. Press Save.

Your recurring journal will now appear in List Journals.

Posting the Journal

1. Go to Post Recurring Journals.

2. Single-click the journal line.

3. Enter a Posting Date.

4. Press Post Journal.

Amending the Journal

• Before posting, you can double-click the journal line in List Journals to make changes.

Why This Matters

Recurring journals reduce manual work by automating regular entries. They ensure that monthly accruals and other fixed postings are accurate and consistent, helping maintain reliable financial records.

Knowledge Hub

• Deleting Recurring Journals 

• Amending journals

• Importing journals