Exact Globe+

Overview of recurring entries

Introduction

In a financial administration, there are entries posted on a regular basis for the same amount and account. Identical entries that occur on a consistent basis are known as Recurring entries. Examples of recurring entries may include energy costs, depreciation, standard deliveries or rental costs. With Recurring entries, you do not need to make the same entries repetitively. You will only need to create such entries once and use the Process function to generate recurring entries for the respective journals.

Select Finance/Entries/Recurring entries/Enter to create, maintain, print, and delete recurring entries.

Description

Range

Type or select the date or date range to display recurring entries within the selected dates, or select the All checkbox for all dates.

Sales/Purchase/General jrnl./Cash/Bank

Select the available journal options to determine the recurring entries you want to create. The Cash and Bank options are disabled as recurring entries for these journals cannot be created here.

Buttons

Refresh

Click Refresh to update the search results according to the defined criteria.

Zoom

Click Zoom to view the recurring entries of the selected journal. This button is enabled if you have recurring entries in that journal. Once you are in a specific journal, the Zoom button will be disabled and you will have to use the Open button to view further details.

Back

Click Back to return to the journal listing. This button is enabled after you have selected a journal to view its recurring entries.

Print

Click Print to print the entry report(s) of the selected journal.

Delete

Click Delete to delete the recurring entry. A message appears asking whether you want to delete the selected recurring entry. Click Yes to delete the recurring entry or No to cancel.

Open

Click Open to view and edit the selected recurring entry. This button is enabled after you have selected a journal to view its recurring entries.

New

Click New to create a new recurring entry.

Close

Click Close to exit.