Transaction Entry . . . Recurring Templates

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

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:

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