Difference between revisions of "Recurring Journal Entry"
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(Created page with "=='''Overview of FW12'''== Category:FundWriter") |
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=='''Overview of FW12'''== | =='''Overview of FW12'''== | ||
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| + | A recurring journal entry is one that will be repeated at regular intervals and can be expected to require very little or no editing each time it posts to the General Ledger. The Recurring Journal Entry program provides a template for the document generated on a recurring basis. To set up recurring journals: | ||
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| + | * From the DDI Connect main menu, double-click FundWriter | ||
| + | * Double-click Recurring Journal Entry. You will see a screen similar to this one: | ||
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| + | [[File:Recurring Journal Entry 1.png]] | ||
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| + | To add a new Recurring Journal, click the New button on the toolbar: | ||
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| + | [[File:Recurring Journal Entry 2.png]] | ||
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| + | ===Create New Recurring Document=== | ||
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| + | To create a new recurring document, click New and select Create New Recurring Document. You will see this screen: | ||
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| + | [[File:Recurring Journal Entry 3.png]] | ||
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| + | If you wish to enter a document number, you can do so here. Leave the field blank to select the next available document number. Click OK. You will see this screen: | ||
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[[Category:FundWriter]] | [[Category:FundWriter]] | ||
Revision as of 14:10, 15 June 2012
Overview of FW12
A recurring journal entry is one that will be repeated at regular intervals and can be expected to require very little or no editing each time it posts to the General Ledger. The Recurring Journal Entry program provides a template for the document generated on a recurring basis. To set up recurring journals:
- From the DDI Connect main menu, double-click FundWriter
- Double-click Recurring Journal Entry. You will see a screen similar to this one:
To add a new Recurring Journal, click the New button on the toolbar:
File:Recurring Journal Entry 2.png
Create New Recurring Document
To create a new recurring document, click New and select Create New Recurring Document. You will see this screen:
If you wish to enter a document number, you can do so here. Leave the field blank to select the next available document number. Click OK. You will see this screen:
