Recurring Journal Entry Grid

Make the following menu selections to display this grid:

eFinancials—General Ledger—Recurring Items—Recurring Journal Entry

Use this grid to manage general ledger recurring journal entries.

ClosedFields

The following fields and buttons appear on the grid that displays when you select the menu option.

Header

Current EntityCompany

Select an EntityCompany from the drop-down list. The recurring journal entries associated with that EntityCompany display in the grid below.

Add Journal Entry Button

Use this button to add a journal entry.

Find [Column Title]

This field defaults to JE#; however, if you click any underlined grid column title, the field label changes to reflect your selection. You can then search for entries based on the field label. For example, if you know the entry description, click the Description column title and the find field label changes to Find Description.

Enter the first few letters or numbers to search for (or select from a drop-down list if one displays), and then select the Find button. The items that are the nearest match to your entry display in the grid below. Click column titles to sort the list further.

Go Button

Use the Page field and the Go Button to display additional pages when the list of entries in the grid is longer than one page.

Grid

JE #

The journal entry number that appears on lists and in reports. Click this column title to sort the list. Click this column title to sort the list and change the Find field.

Start Date

The start date of the journal entry that appears on lists and in reports.  When you create journal entries using a monthly frequency, the month in the date increments based on the original start date. Click this column title to sort the list and change the Find field.

Description

The description of the journal entry that appears on lists and in reports. Click this column title to sort the list and change the Find field.

Amount

The total amount for the journal entry. Click this column title to sort the list and change the Find field.

Actions  

Use the Delete button to delete a journal entry.

ClosedTo Add a Recurring Journal Entry

  1. From the Current EntityCompany drop-down list, select an EntityCompany. The recurring journal entries associated with that EntityCompany display in the grid. (When you are adding, the grid is empty.)
  2. Click Add Journal Entry. The recurring journal entry tabs display.
  3. Use the following field lists to complete tabs: General Tab, Detail Tab, Schedule Tab.
  4. Click Save. The Recurring Journal Entries tab displays again.

ClosedTo Edit a Recurring Journal Entry

  1. From the Current EntityCompany drop-down list, select an EntityCompany. The recurring journal entries associated with that EntityCompany display in the grid.
  2. Click the JE # for the recurring journal entry you want to edit. The recurring journal entry tabs display.
  3. Use the following field lists to edit tabs: General Tab, Detail Tab, Schedule Tab.
  4. Click Save. The Recurring Journal Entries tab displays again.

ClosedTo Delete a Recurring Journal Entry

  1. From the Current EntityCompany drop-down list, select an EntityCompany. The recurring journal entries for that EntityCompany display in the grid.
  2. Click the Delete icon for the recurring journal entry you want to delete. The recurring journal entry tabs display.
  3. Click Confirm Delete. The Recurring Journal Entries tab displays again.

See Also

General Tab

Detail Tab

Schedule Tab