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standard (recurring) journal entries in business central

creating the standard (recurring) journal transaction

 

There are a couple of ways to create these types of entries.  This method seems to be the easiest for clients to use.
 

  1. From the Business Central main dashboard, click on the Finance dropdown and select General Journals.

  2. Click on the DEFAULT Journal


     
  3. Create the entry you want to save as a Standard journal entry.


     
  4. Once a balanced entry has been created, click on the Action dropdown (you may have to first click on More Options in order to see the Actions dropdown).
     
  5. Next click on the Functions dropdown and select Save as Standard Journal.


     
  6. You will be prompted to give your standard journal a Code (limited number of characters) and Description.   If you want the journal to ‘remember’ the dollar amounts, slide the Save Amount slide bar to the right. If you do not slide the bar, when you recall your journal entry, the amounts will be blank.  All other information will be filled in.

     
  7. A message will pop up when the Standard General Journal has been successfully created.


     
  8. At this point you can go ahead and process the entry or delete the lines if you don’t need to process it right now.

 

recalling the standard general journal entry

 

To use the standard (recurring) entry:

  1. From the Business Central main dashboard, click on the Finance dropdown and select General Journals
  2. Click on the DEFAULT Journal
  3. Click on the Process link and choose Get Standard Journals
  4. Select the entry you are adding.  You’ll see a message when the lines have been successfully inserted for processing
  5. Once added, be sure everything is correct.  Update any amounts that need updating and continue on with the posting process.

 

viewing / editing / deleting standard general journal entries

 

  1. From the Business Central main dashboard, click on the Finance dropdown and select General Journals
  2. Click on the DEFAULT Journal
  3. Click on the Actions menu option (you may have to click on More Options to find this).
  4. Click on Functions and Get Standard Journals

When you see the list, you’ll notice you can create a new Standard Journal, Edit, View or Delete the existing entries.

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