Creating recurring journal entries

After you set up recurring journal entries, you can create them.

To create recurring journal entries

  1. From the > Manage menu, click Recurring Journal Entries.
  2. In the Create Entries For field at the upper left of the window, click the month when you want to create journal entries.

To create journal entries for a different month or other time period, click Select Dates and then enter the beginning and ending dates in the fields that appear to the right.

  1. Click the Create button. The recurring journal entries appear in the table.
Note: If you already created a particular journal entry for the time period you selected, Ajera does not show it on this window. In this way, Ajera ensures that you do not create duplicate journal entries. If necessary, however, you can recreate a recurring journal entry.
  1. If you do not want to create a particular journal entry for the month (or other time period you selected), click the row of the journal entry, and then click the Delete button. Click Yes to delete the row.

If you later decide that you actually do want to create the journal entry for that month (or other time period you selected), repeat Steps 1-3 of these instructions and the journal entry reappears.

Note: If you want to delete the recurring journal entry so it no longer appears at any time now or in the future, delete it in > Setup > Company > Recurring Setup > Recurring Journal Entries.
  1. To view or change the account transactions for a journal entry, expand it by clicking the plus sign at the left of the row. (To close it, click the minus sign ). For example, you may need to change the account on the entry for this month.

To delete a transaction, click the row and click the Delete button.

Remember that debit and credit transactions must always be equal.

  1. Change information for the journal entry, as needed.
Note: Changes you make here affect only this one journal entry. If you want to change the recurring journal entry for every occurrence, you must make the change in > Setup > Company > Recurring Setup > Recurring Journal Entries.

You can also view or change information in optional columns, as follows:

  • Click (Customize).
  • Select each column that you want to appear on the window, and click OK.
Column Description

Basis

The accounting basisof the journal entry

Last date created

Displays the last time the journal entry was created

Notes

Any notes for the journal entry
  1. To create the journal entries listed in the table, click Save.

Ajera creates the journal entries, and they now appear in > Manage > Journal Entries > Existing tab.