Transaction Entry . . . Recurring Templates

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

A recurring template type journal entry functions in the same manner as a Recurring journal entry; the same entry will be repeated in each period until it is deleted; the transaction will appear as a recurring type with the period end date as the transaction date. However, for a recurring template, the entry will appear without an amount and the Recurring Template dialog opens so that you can fill in the amounts.

The reversing, recurring, and recurring template journal entries types are available for selection only if you are currently in the latest GL processing period.

If at least one recurring template type journal entry has already been recorded and saved:

Fields & buttons

Share This