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[Valencia Parham]

?How do you set up recurring journal entries in GP?

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Valencia Parham
WellDyneRx Inc
Lakeland FL
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[Jo deRuiter]

?Good Afternoon ?

It’s super simple – you’ll just save your transaction into a recurring batch. 

You can create a batch in Financial>Transaction>Batches

Give it a memorable ID, make sure it’s a General Entry (you can use the other types if you know how to use them), the Select the frequency you want it to reoccur in.   If you choose monthly the date of the transaction will increment up by one month each time you post it.  If you choose weekly the transaction will increment up by 7 days, etc.  If you select Misc you can choose how many days to increment it up by.

The only caveat is that these will not auto-post with GP out-of-the-box you’ll need to remind yourself to go in and post them.

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Regards,

Jo deRuiter
“That GP Red Head”
Senior Financial Systems Consultant
Heartland Business Systems, LLC
Pewaukee WI
770-906-4504 (Work)
770-906-4504 (Cell)
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