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CommunitySuite Idea Lab: General Ledger

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Recurring Journal Entries

It would be very helpful if we could create recurring journal entries like we can for vouchers. This would be helpful for things like payroll or benefits.

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Jennifer Owens shared this idea  ·   ·  Report…  ·  Admin →
Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded  · 

Released 1/4/2024:

Journal Entries: Added the ability to add Recuring Journal Entries. From Journal Entries, select Recurring. Users will then see a table of Recurring Journal Entries that have been created. This table will show the Entry Start, End, Next Dates along with the Interval, Monthly, Quarterly, Annual, Fund Name, Entry Description, Amount, and the Employee that created the Entry. In the left-side menu, there is now an option to Create Journal Entries and Add Recurring. The Create Journal Entries will allow users to process the Recurring Journal Entries. Add Recurring will allow users to create a new Recurring Journal Entry. Users will set the Interval, Start Date, Next Date, End Date, Description, and then complete the Fund Entry information. The Create Journal Entries will turn red in color if there are Journal Entries that need to be created. This would happen if the Recurring Journal Entry is Next Date is today or prior to today's date. When using Recurring Journal Entries, the Journal Entry will post on the Entry's Next Due Date automatically. If users are using the Journal Entry Approvals, then the created Journal Entry will be in the Approval bucket.

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  • Caili Brading commented  ·   ·  Report

    If this can PLEASE stay in the format & order we enter them in and not be resorted or reorganized after posting... this would be way more beneficial.
    We want our debit and our credits to be together for one certain balanced posting.

  • Dave Albers commented  ·   ·  Report

    Ability to create general journal entries on a periodic basis, monthly, quarterly etc.