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Create Journal Entries Tab

Make the following menu selections to display this tab:

eFinancials—General Ledger—Recurring Items—Create Journal Entry

Use this tab to create general ledger recurring journal entries.

ClosedFields

The following link and fields appear on the tab that displays when you select the menu option.

Current Settings Link

When adding data, click this link to display the Quick Popup and select a date, batch, property and entity and company.

Header

Current EntityCompany

Select an entitya company from the drop-down list. The grid is updated with the recurring journal entries for the selected entitycompany.

Grid

Select

Check the box next to any journal entry for which you want to create a recurring journal entry. You can select one or more journal entries. To select all, check the box in the column heading.

Journal #

The number that identifies this recurring journal entry.

Next Date

The next date on which the recurring journal entry is scheduled to be processed. When you create journal entries, the month in the date increments based on the original start date.

No of Iterations

This is the number of Journal Entries that will be generated when this item is selected for processing.

Description

The description of the recurring journal entry.

Amount

The amount for the recurring journal entry in the format 0000.00.

Accumulated

The total amount that has been processed through the current date.

Buttons

Cancel

Select this button when you want to stop without saving changes.

Create Journals Button

Select this button to create journal entries for the recurring journal entries that are selected in the Select column.

ClosedTo Create Recurring Journal Entries

  1. Click Current Settings to display the Quick Popup and select a date, batch, and companyproperty, and entity for the journal entry. Selections you make in the Quick Popup are used as default entries for adding.
  2. From the Current EntityCompany drop-down list, select an entitycompany. The recurring journal entries associated with the entitycompany display in the grid.
  3. Select the Select check box for any entries for which you want to create recurring journal entries. You can select one or more boxes.

Note

Select the check box in the Select column heading to select all entries.

  1. Click Create Journals. The system displays a page detailing the recurring journal entries that were created.
  2. Click OK.

See Also

Recurring Journal Entry Tab

General Ledger Introduction

 

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