Recurring Journals

Navigte to Recurring Journals#

• Step 1: Access the Direct Entries sub-module of the Finance module from the left sidemenu as shown in the fig1 below.
• Step 2: Click on Recurring Journals as shown in the fig1 below.

• This displays a list view of Recurring Journals.

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • Search string: for filtering records
  • From
  • To
  • Status

Create a Recurring Journal#

• To create a Recurring Journal, hit the Create button in the toolbar area and populate the form fields.

• The following are some of the fields that needs to be populated:

  • Description
  • Start Date

• Under the Schedule section, fill the following input fields:

  • Life
  • Type
  • ExecuteOn
  • Interval

• You also need to populate the fields in the Documentation tab:

  • Click the New button in the Documentation tab
  • After filling out the form, hit the Save and Close button.

View a Recurring Journal#

• From the list view, click on the ID of the Recurring Journal to view it

Edit a Recurring Journal#

• From the list view, select the Recurring Journal you want to edit by clicking on a radio button
• Click the edit button to edit the Recurring Journal you just selected
• After editing, save the changes.

Delete a Recurring Journal#

• From the list view, select the Recurring Journal you want to delete by clicking on a radio button
• Click the delete button to delete the Recurring Journal.

Process a Recurring Journal#

• From the list view, select the item to be processed and click the Process button

Run a Recurring Journal#

• From the list view, select the Recurring Journal you want to run by clicking on a radio button
• Click the Run button to open the Recuring Journal you just selected.

Run all Recurring Journal#

• From the list view, click the Run All button to run all the Recurring Journal

Terminate a Recurring Journal#

• From the list view, select the Recurring Journal you want to terminate by clicking on a checkbox button
• Click the Run button to open the Recuring Journal you just selected.

Unprocess a Recurring Journal#

• From the list view, select the item to be unprocessed
• Click the ellipsis(…) which will show a drop down and select the Unprocess button

Rewind a Recurring Journal#

• From the list view, select the item to be rewinded
• Click the ellipsis(…) which will show a drop down and select the Rewind button

Unfinalize a Recurring Journal#

• From the list view, select the Recurring Journal you want to unfinalize by clicking on a radio button
• Click the ellipsis(…) which will show a drop down and select the Unfinalize button