How to Create a Recurring Journal Entry
- 39 steps |
- 2 minutes
1
Navigate to Brokerage Engine.
2
Click "Accounting"
3
Click "Settings"
4
Click "Recurring Transactions"
How to Create the Recurring Transaction
5
Click "New Recurring Transaction"
6
Select the Transaction Type from the dropdown menu.
7
Click "Journal Entry"
8
Click "OK"
9
Create a name by typing in the "Template Name" field.
10
Select the Interval by making a selection from the dropdown menu.
11
Select the day or date and the interval of the recurrence.
Scheduled Recurring Transaction
12
Make a selection from the "Type" dropdown menu.
13
Click "Scheduled"
14
Select how many days in advance should the scheduled recurring transaction be created.
15
Select the "Start Date" by clicking a date on the small calendar icon.
16
Select "After" from the End dropdown menu to set the number of occurrences. Type a number in the occurrences text field.
17
If an end date is desired, click "By" from the dropdown menu. If an end date is not desired, select "None".
18
Select an end date by clicking on the small calendar icon.
