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ARCHIVED:How to modify a recurring general journal transaction?

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Resolution

Option I:

Step I: Delete the recurring transaction and recreate it

  1. Open General Journal
  2. Select the menu Entry
  3. Select Recall
  4. Select the transaction
  5. Select Remove
  6. Select Yes to confirm that you want to remove the transaction.
  7. Select Cancel to exit the  Recall Recurring Transaction window

Step II: Now create a new transaction

  1. Enter a Source
  2. Enter a Comment if necessary
  3. Select the accounts and enter the right Debits or Credits amounts and any other settings you need
  4. Select the menu Entry
  5. Select Store
  6. Enter a name and choose a Frequency
  7. Select OK
  8. Select the X on the upper right corner and when asked if you want to discard the transaction, click Yes

Option II:

Step I: Adjust the recurring entry

  1. Open the General Journal
  2. Select Entry
  3. Select Recall
  4. Select the transaction, then Select
  5. Modify the transaction
  6. Select Entry
  7. Select Store
  8. Select OK
  9. Select Yes
  10. Select the X on the upper right corner and when asked if you want to discard the transaction, select Yes