Create a Journal Entry from a Recurring Template

Overview

Accounting Seed supports the following methods of manually creating Journal Entries from a Recurring Journal Entry Template.  For information on automating this, please see Automating a Recurring Journal Entry. 

1. Create a single Journal Entry from a single Recurring Journal Entry template.
   • Select a Recurring Journal Entry template to use to create a Journal Entry.
   • Once in the single Recurring Journal Entry, click the Create Journal Entry button.
   • An intermediate screen opens for previewing the Journal Entry.
   • If satisfied, click Create or Create & Post.
2. Use the Recurring Journal Entries List View to create Journal Entries from Recurring Journal Entry Templates.
   • To do this, navigate to the Recurring Journal Entries List View.
   • On the "All" List View, check the box next to each Recurring Journal Entry that should be used to create Journal Entries.
     NOTE: In the List View, Accounting Seed supports batch creation of up to 200 Journal Entries from Recurring Journal Entry templates.
   • After selecting all the Recurring Journal Entries desired (indicated by the checked boxes), click the Create Journal Entry button.
   • An intermediate screen opens for previewing all the Journal Entries about to be created.
   • If satisfied, click Create or Create & Post to create these records.

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Release Notes and Schedule

• Records can now be created and posted automatically from Recurring Journal Entries.