TABLE OF CONTENTS

• Description
• Creating a Recurring Journal
  • Create Template
  • Create a Recurring Journal Job
• Viewing Job Status

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 

1. Navigate to Financial ➝ Journal ➝ Journal Templates
2. 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

1. Navigate to Financial ➝ Journal ➝ Recurring Journal
2. 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

1. 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