The processing of recurring entries allows you to manage and generate multiple recurring entries on a periodic basis. You can process recurring entries for sales, purchase and general journal. Before recurring entries can be processed, you will need to create and maintain these templates. For more information on how to create and maintain recurring entries, see Creating and maintaining recurring entries.
Finance ➔ Entries ➔ Recurring entries ➔ Generate
Select the available journal options to determine the recurring entries that you want to process.
Type or select a journal that you want to process.
Type a description to determine the recurring entries that you want to process.
Type or select a transaction date for the processing of recurring entries.
Type or select a reporting date for the processing of recurring entries.
Type an alternative description for the journal entries to be generated once the recurring entries are processed.
Note: If you do not type a description here, the description of the recurring entries will be displayed in the journal entries once they are processed.
Click this to update the search results according to the defined criteria.
Click this to process the selected recurring entries.
Note: The processed recurring entries will be created in the respective journals once you click Process.
Click this to exit.