Menu Path: None
To use Recurring Entry Definition, select the Save As Recurring Entry check box in Journal Entry or Journal Entry Edit.
Enter a recurring journal entry.
Use Recurring Entry Definition to set up a journal entry as a recurring journal entry. Recurring entries can also be created in Recurring Journal Entry Create.
To enter a recurring entry:
Enter an ID for the entry in the Recurring Entry ID field.
Specify how frequently the recurring entry is generated in the Frequency and Period fields (once a period, twice a year, etc.).
Enter a comment for the recurring entry in the Comment field.
Select how the amount is calculated for the recurring entry.
Enter a description and remark for the recurring entry in the Description and Remark fields.
Select a currency for the recurring entry.
Select whether the recurring entry is only used for tax adjustments, and whether it is automatically posted.
Click the OK button in the ribbon.
Button |
Description |
Exit |
Click this button to close the Recurring Entry Definition window without saving the recurring entry information. |
OK |
Click this button to save the recurring entry. |
Field or Button |
Description |
Enter an alphanumeric sequence identifying the recurring entry. |
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Enter the frequency for the recurring entry in the period of time in the Period field. |
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Click the Lookup button to select a period of time to specify how often the recurring entry is generated (weekly, monthly, yearly, etc.). This works in conjunction with the frequency entered in the Frequency field. |
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Enter a brief comment for the recurring entry. |
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Select whether the recurring entry uses a fixed or apportioned amount. If you select Fixed, the amount for the journal entry is used every time the recurring entry is generated. If you select Apportioned, you can enter a different amount for each recurring entry, and the amount is apportioned across the credits and debits. |
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Enter a description for the recurring entry. |
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Enter a remark for the recurring entry. |
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Click the Lookup button to select the currency for the recurring journal entry. |
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Select this check box to indicate that the journal entry is solely for tax adjustment purposes. |
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Select this check box if you want the recurring entry to post automatically. |