Recurring Documents: Invoices, Bills, Journals

This feature allows users to create recurring journals, bills, and invoices based on a schedule and template.

Written by Geoff Ostrega
July 22, 2025

Description

This feature allows users to create recurring journals, bills, and invoices based on a schedule and template.

Use Cases

  1. Recurring Journal

    • Record monthly interest amortization or revenue recognition

  2. Recurring AR Invoice

    • Record revenue in Monthly, Yearly subscription Invoices

  3. Recurring AP Bills

    • Record expenses that are incurred monthly, i.e. software subscriptions

Creating a Recurring Journal

Create Template

First step is to Create a Journal Template

  1. Navigate to Financial ➝ Journal ➝ Journal Templates
    1. OR, you can create Templates from an existing Journal Entry when viewing that Journal's details (click into the Journal Number to see details)
  2. Click + New

Populate template fields - date fields are ignored, and are populated using the date the recurring entry is created.

Create a Recurring Journal Job

  1. Navigate to Financial ➝ Journal ➝ Recurring Journal
  2. Click +New

Populate the fields based on when you want the journal to be created

  • Name - name of recurring job, should be unique
  • Enabled - Toggle to engage journal creation, or can be turned off
  • Template - Select a created Journal Template
  • Interval Type - Choose between Daily, Weekly, Monthly, and Yearly
  • Interval Amount - Journal Creation Cadence (how many times during the selected interval this journal is created, which is generally "1")
  • Interval Day - Day to be posted, varies by Interval Type
    • i.e. Weekly "2" translates to - Journal posted weekly on Tuesday. (1-7, 1 = Monday, 7 = Sunday)
  • Start Date - First day to attempt to run the job
  • End Date - Last day to attempt to run the job

Viewing Job Status

  1. Navigate to Admin ➝ System Jobs
    • This provides a list of all system jobs (including bulk uploads)
    • Recurring Documents will have type = Recurring_doc

You can click on the name of the job to see the details of why it failed, or the document that was created.