If you have a journal entry with multiple accounts and details and need to create a recurring entry with the same data, you don’t have to re-enter everything manually. Instead, you can convert the existing journal entry into a recurring journal entry in just a few steps, saving time and effort.
Converting a Journal Entry into a Recurring Journal Entry
Ensure that the feature "Allow saving (Sales/Purchase/Accounting) documents in future date" is enabled in the Module Settings page, Then follow these steps:
Go to the Accounting module.
Open the “Journal Entry” page.
Copy the journal entry number that you want to convert.
Open the “Recurring Journal Entry” page.
Paste the copied number into the search field.
Press "Enter" on your keyboard.
Click on "Job Schedule".
Enter the job name.
Specify the start date, end date, Recurring, and the Freq. counter.
Note: The start date must be set in the future to successfully create the recurring entry.
Click "Save".
Note: For more details, refer to the article: Creating a Recurring Journal Entry.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.