Recurring Journal Entry inquiry
Use this inquiry to see information for recurring journal entries.
Using the inquiry
From the > Reports menu, click Standard Inquiries > General Ledger > Recurring Journal Entry.
Audience
Accounting staff
Inquiry conditions
The inquiry automatically contains a condition to show only data from active recurring journal entries. You can always add, change, or delete conditions on an inquiry.
Standard columns
Column | Links to this inquiry | Description | Date range available |
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Description |
The name of the recurring journal entry |
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Reference |
The reference number of the recurring journal entry |
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Entry Date |
The date of the recurring journal entry |
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Day of the Month |
The day of the month (as a number of 1 through 31) when you want to create the journal entry |
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Increment Reference Number |
Indicates if the Increment check box is selected for the journal entry |
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Last Increment |
The last number appended to a reference number for further identification |
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Effective Start Date |
The date when you want to start producing the recurring journal entry |
x | |
Effective End Date |
The date when you want to stop producing the recurring journal entry |
x | |
Date Last Created |
The last time you created the recurring journal entry |
x |
Predefined columns
You can add predefined columns to this inquiry. These columns are available:
Column | Links to this inquiry | Description | Date range available |
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Recurring Journal Entry Key |
Database identifier of the recurring journal entry |
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Status |
Indicates if the recurring journal entry is active or inactive |
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Company Key |
Multi-company only. The database identifier of the company associated with the recurring journal entry |
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Company Name |
Multi-company only. The name of the company associated with the recurring journal entry |
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Basis |
The accounting basis of the journal entry: Accrual, Cash, or Both |
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Notes |
Any notes for the recurring journal entry |
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Defined links |
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Link - Recurring Journal Entry Distribution |
Recurring Journal Entry Distribution |
A link to the Recurring Invoice Distribution inquiry |