To change a recurring General Journal template's name and/or frequency

If you haven't already read the General Journal Entries Overview, see Using recurring General Journal templates for more information.

The Record Journal Entry window should be displayed.

  1. Click the Use Recurring button to open the Select a Recurring Template window.

  2. Highlight the recurring General Journal template you want to change and click Edit to open the Save Recurring Template window.

  3. Make your changes in the Save Recurring Template window, then click Record.

  4. In the Select a Recurring Template window, click OK.

To change a recurring General Journal template's name or frequency