TABLE OF CONTENTS
Description
This feature allows users to create recurring journals, bills, and invoices based on a schedule and template.
Use Cases
Recurring Journal
Record monthly interest amortization
Recurring AR Invoice
Record revenue in a Monthly, Yearly subscription Invoices
Recurring AP Bills
Record expenses that are incurred monthly, i.e. software subscriptions
Creating a Recurring Journal
Create Template
First step is to Create a Journal Template
Navigate to Financial ➝ Journal ➝ Journal Templates
Click + New
Populate template fields - date fields are ignored, and are populated using the date the recurring entry is created.
Create a Recurring Journal Job
Navigate to Financial ➝ Journal ➝ Recurring Journal
Click +New
Populate the fields based on when you want the journal to be created
Name - name of recurring job, should be unique
Enabled - Toggle to engage journal creation, or can be turned off
Template - Select a created Journal Template
Interval Type - Choose between Daily, Weekly, Monthly, and Yearly
Interval Amount - Journal Creation Cadence (Must be an integer greater than 0)
Interval Day - Day to be posted, varies by Interval Type
i.e. Weekly "2" translates to - Journal posted weekly on Tuesday. (1-7, 1 = Monday, 7 = Sunday)
Start Date - First day to attempt to run the job
End Date - Last day to attempt to run the job
Viewing Job Status
Navigate to Admin ➝ System Jobs
This provides a list of all system jobs (including bulk uploads)
Recurring Documents will have type = Recurring_doc
You can click on the name of the job to see the details of why it failed, or the document that was created
