Skip a recurring journal entry

Use Skip on a recurring journal entry when the journal scheduled for its Next date must not be created. QuickStart advances Next date according to the template frequency without creating the skipped journal, while later scheduled occurrences remain active.

Note:

You can only skip recurring journal entries that have an In progress status.

Before you begin

You need permission to manage recurring journal entries, and the template must have In progress status.

To skip a recurring journal entry:

  1. Open Menu.

  2. Under Accounting, select Journal, and then select Recurring journal entries.

  3. Open the recurring journal entry that you want to skip.

  4. Select More actions, then select Skip. Alternatively, you can skip directly from the Recurring journal entries list page by selecting Skip from the Actions menu.

After skipping, the Next date field will update to the following date based on the template’s frequency. For example, if the recurring journal entry has a weekly frequency, a start date of 1/13/2025, and a next date of 1/20/2025, skipping changes the next date to 1/27/2025. The journal entry scheduled for 1/20/2025 won’t get created.

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