--- title: GENERAL LEDGER - Recurring Entries description: Set up transactions that will re-occur at an established perpetual frequency, using a previously posted transaction as a template  --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - General Ledger - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - General Ledger - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # GENERAL LEDGER - Recurring Entries ## Set up transactions that will re-occur at an established perpetual frequency, using a previously posted transaction as a template  ### ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-30-2022-08-44-17-82-PM.png?width=50&height=47&name=image-png-Aug-30-2022-08-44-17-82-PM.png)  - Access - General Ledger > Recurring Entries tab ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-08-51-55-65-PM.png) - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-08-51-18-02-PM.png) Refresh** to load any Recurring Entries that may have been created since the last refresh and that may not be displaying on this list - ** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-30-2022-08-51-27-33-PM.png?width=57&name=image-png-Aug-30-2022-08-51-27-33-PM.png)![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-30-2022-08-51-32-27-PM.png?width=78&name=image-png-Aug-30-2022-08-51-32-27-PM.png) Recurring Entries List Filters / Search / Functionality** - see [General Ledger - GL Accounts List Functionality](https://cs.geminilogic.com/en/manual/general-ledger-accounts-list-functionality#GLAccountFilters) - Recurring Entries list **Context Menu** - select any line(s) to display         ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-30-2022-08-52-06-95-PM.png?width=150&height=172&name=image-png-Aug-30-2022-08-52-06-95-PM.png) - ** ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-08-52-22-63-PM.png) Export Recurring Entries** - see [GL Accounts Export](https://cs.geminilogic.com/en/manual/general-ledger-accounts-list-functionality#GLAccountsExport) - ** ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-08-52-32-00-PM.png) New Recurring Entry ![GLRecurringEntries](https://cs.geminilogic.com/hs-fs/hubfs/GLRecurringEntries.png?width=511&height=473&name=GLRecurringEntries.png)** - 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](https://cs.geminilogic.com/hs-fs/hubfs/GLRecurringEntryFrequencyList.png?width=343&height=142&name=GLRecurringEntryFrequencyList.png) - - 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** - ** ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-08-53-00-23-PM.png) Save** or ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-08-53-06-89-PM.png)  **Save and Close** or ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-08-53-11-99-PM.png)  **Save and Create New** - ** ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-08-53-16-95-PM.png) Edit** selected Recurring Entry to make any changes to recurrence settings - ** ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-08-53-23-97-PM.png) Delete** selected Recurring Entry - ** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-30-2022-08-53-28-84-PM.png?width=27&name=image-png-Aug-30-2022-08-53-28-84-PM.png) 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](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsGeneralLedgerAlertRecurring.png?width=325&height=410&name=UserSettingsGeneralLedgerAlertRecurring.png) - - when the User logs on with the next posting due date, they will see this message ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-30-2022-08-53-56-95-PM.png?width=446&height=264&name=image-png-Aug-30-2022-08-53-56-95-PM.png) - option to **View** this recurrence transaction![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-08-54-05-05-PM.png) - 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 [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)