Spire User Manual - General Ledger
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      2. Spire User Manual - General Ledger

      GENERAL LEDGER - Recurring Entries

      Set up transactions that will re-occur at an established perpetual frequency, using a previously posted transaction as a template 

       

      • Access - General Ledger > Recurring Entries tab

      • Refresh to load any Recurring Entries that may have been created since the last refresh and that may not be displaying on this list
      •   Recurring Entries List Filters / Search / Functionality - see General Ledger - GL Accounts List Functionality
      • Recurring Entries list Context Menu - select any line(s) to display
             
      •   Export Recurring Entries - see GL Accounts Export
      •   New Recurring Entry GLRecurringEntries
        • type or browse for the Source transaction that this Recurring Entry will be based on
        • enter the Description to display on the Recurring Journal Entries List
        • assign the Start Date / End Date
        • assign the Frequency and the related options for that Frequency
                     GLRecurringEntryFrequencyList

        • assign the Status
          • Active - good to post at set recurrences
          • Suspended - will not post until Status is changed back to Active
        • Created By displays the User Initials of the user that created this Recurring Entry
        • Last Occurrence displays the date this entry last posted itself
        • Reference - enter an internal reference, if desired
        • Module will be displayed based on the transaction selected
          • General Journal
          • Accounts Payable
          • Accounts Receivable
        •   Save or   Save and Close or   Save and Create New
      •    Edit selected Recurring Entry to make any changes to recurrence settings
      •   Delete selected Recurring Entry
      •   View Source to see the transaction that this Recurring Entry is based on
      • Recurring Entry Alert
        • Activate Alert (per User) - Edit > User Settings > General Ledger > Alert Recurring Entries
                     UserSettingsGeneralLedgerAlertRecurring

        • when the User logs on with the next posting due date, they will see this message
        • option to View this recurrence transaction
        • option to Edit Account No / Amount / Memo in this transaction, which will change all future occurrences as well
        • option to Post (or Alt+s) when ready, then the alert will no longer pop up when the User logs on