Create a recurring journal entry template

Set up a template for future recurring journal entries.

  1. Go to Financial > Setup > Recurring Journal Entry.
  2. Note the active company. If you want to choose a different one, start by selecting in the header.
  3. In the Journal Type field, enter the code of the journal type for the recurring journal entry or select the journal type from a lookup list.
  4. Press Tab.
  5. Complete the fields as described on the Recurring Journal Entry Screen Field Reference.
  6. Select Save Template.
Use the Generate Recurring Journal Entry screen to create the journal entry.