Costpoint Online Help

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Recurring Subtask

Use this subtask of the Manage Journal Entries screen to assign a recurring journal entry to a cycle and to set up starting and ending dates for the time period in which you will use the recurring entry.

After you enter a recurring journal entry on the Manage Journal Entries screen and post it to the general ledger, you can create a new instances of that recurring journal entry via the Create Recurring Journal Entries process. The original posted recurring entry becomes a template from which the Create Recurring Journal Entries process creates the future recurring entries.)

You must select a valid Cycle, Starting Fiscal Year, Period, and Subpd values when you create a Recurring Journal Entry.

This subtask is available if you select Recurring in the Type field on the Manage Journal Entries screen.

Contents

Field Description
Cycle

Enter, or click to select, the cycle to which you want to assign the recurring journal entry. You set up journal entry cycles on the Configure Journal Entry Cycles screen. There, you associate each cycle with a range of fiscal years, periods, and subperiods for which it is valid.

For example, you could set up a Monthly cycle and link each accounting period to it at the beginning of each fiscal year. For a recurring journal entry that you also set up to be reversed, the cycle also determines the default fiscal year, period, and subperiod information for the reversing entry. However, you can change that default on the Reversing subtask.

When you generate recurring journal entries from the Create Recurring Journal Entries screen, you specify the cycles for which you want to generate entries.

Starting

Field Description
Fiscal Year, Period, Subpd

If you want to set a limit on the earliest subperiod in which the recurring journal entry can be used, select a starting fiscal year, period, and subperiod.

Ending

Field Description
Fiscal Year, Period, Subpd

If you want to set a limit on the latest subperiod in which the recurring journal entry can be used, select an ending fiscal year, period, and subperiod.

Note: To delete a recurring journal entry, set up an unposted version of the recurring journal entry and then click .