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Processing recurring entries

Introduction

The processing of recurring entries allows you to manage and generate multiple recurring entries on a periodic basis. You can process recurring entries for sales, purchase and general journal. Before recurring entries can be processed, you will need to create and maintain these templates. For more information on how to create and maintain recurring entries, see Creating and maintaining recurring entries.

Menu path

Finance ➔ Entries ➔ Recurring entries ➔ Generate

Fields

Selection section

Sales/Purchase/General jrnl.

Select the available journal options to determine the recurring entries that you want to process.

Journal

Type or select a journal that you want to process.

Description

Type a description to determine the recurring entries that you want to process.

Entry section

Transaction date

Type or select a transaction date for the processing of recurring entries.

Reporting date

Type or select a reporting date for the processing of recurring entries.

Description

Type an alternative description for the journal entries to be generated once the recurring entries are processed.

Note: If you do not type a description here, the description of the recurring entries will be displayed in the journal entries once they are processed.

Buttons

Refresh

Click this to update the search results according to the defined criteria.

Process

Click this to process the selected recurring entries.

Note: The processed recurring entries will be created in the respective journals once you click Process.

Close

Click this to exit.

Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 13.029.110
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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