Manage a recurring journal entry

Open a recurring journal entry template to review its schedule, edit it, create the next journal entry, skip the next occurrence, or delete the template. Select Menu, then select Accounting > Journal and open Recurring journal entries.

Before you begin

You need permission to view and manage recurring journal entries. The template must already exist.

Manage a recurring journal entry

1. Select Menu, then select Accounting > Journal, and then select Recurring journal entries.
2. Select the template that you want to manage.
3. Choose an available action:
   • Select Edit to change the template details, schedule, or journal entry lines.
   • Select Create now to create the next journal entry immediately.
   • Select Skip to skip the next scheduled occurrence.
   • Select Delete and confirm the deletion to remove the template.

After an edit, create, or skip action, verify the updated schedule and the status shown on the template. A deleted template no longer appears in the list.