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#70750 - 05/28/24 09:45 AM reoccurring GL entry
SamMcmasters Offline
New Guy

Registered: 01/03/13
Posts: 5
Loc: NS
Is there a way to set up a reoccurring (monthly) journal entry?

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#70751 - 05/28/24 01:28 PM Re: reoccurring GL entry [Re: SamMcmasters]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10502
Loc: Canada
Create an Archive Batch with the entries you require. Retrieve the Archive batch at the beginning or end of each month.
_________________________
Andrew Bates

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#70752 - 05/28/24 02:03 PM Re: reoccurring GL entry [Re: Retired_Guy]
Bruce Gardner Offline
Adagio Wizard

Registered: 06/15/04
Posts: 3558
Loc: Toronto ON, Canada
Hello:

Further to the Retired Guy's response, here's a 4-minute YouTube video specifically on the topic of Archived batches in the General Ledger: YouTube - Archived batches

Don't be deterred by the term "Archive" which makes it sounds like you're storing the batch away never to be seen again. Think of it as "Recurring/Archived batches".

You will also found almost 100 other short videos from Softrak on YouTube at: Adagio videos from Softrak Systems.
_________________________
Bruce Gardner
ARX Business Solutions Inc.

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