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How to Create a Recurring Journal Entry
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How to Create the Recurring Transaction
Scheduled Recurring Transaction
Unscheduled Recurring Transaction
Reminder Recurring Transaction
Create the Journal Entry
How to Use an Unscheduled Recurring Journal Entry
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Navigate to Brokerage Engine.
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Click "Accounting"
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Click "Settings"
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Click "Recurring Transactions"
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How to Create the Recurring Transaction
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Click "New Recurring Transaction"
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Select the Transaction Type from the dropdown menu.
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Click "Journal Entry"
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Click "OK"
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Create a name by typing in the "Template Name" field.
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Select the Interval by making a selection from the dropdown menu.
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Select the day or date and the interval of the recurrence.
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Scheduled Recurring Transaction
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Make a selection from the "Type" dropdown menu.
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Click "Scheduled"
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Select how many days in advance should the scheduled recurring transaction be created.
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Select the "Start Date" by clicking a date on the small calendar icon.
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Select "After" from the End dropdown menu to set the number of occurrences. Type a number in the occurrences text field.
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If an end date is desired, click "By" from the dropdown menu. If an end date is not desired, select "None".
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Select an end date by clicking on the small calendar icon.
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