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Recurring transactions

Open Recurring Transactions

Overview

The Recurring Transactions screen is the unified dashboard for everything the books generate on a schedule — recurring invoices, recurring bills, and recurring journal entries. It gives a single view of what is coming up and what was recently generated, and it is where you create and manage recurring journal-entry templates directly.

A recurring template runs on a frequency you set (daily through annually) and produces a new transaction each cycle until it is paused, completed, or cancelled. Journal-entry templates carry their own balanced debit/credit lines and can auto-post when generated. Recurring invoices and bills are created from an existing document in their own modules — this dashboard surfaces them and links you there.

Recurring Transactions dashboard showing upcoming generations, recently generated, and journal-entry templates
The Recurring Transactions dashboard — overview of upcoming/recent runs plus the JE template list.
  1. (1) Summary cards — Active, Paused, Upcoming (7 days), Completed
  2. (2) Tabs — Overview and Journal Entries
  3. (3) Type badge — Invoice, Bill, or Journal Entry
  4. (4) Status badge — Active, Paused, Completed, Cancelled
  5. (5) Template actions — run now, skip, pause/resume, edit, cancel

Screen Layout

Summary cards (top): Active, Paused, Upcoming (7 days), and Completed counts.

Tabs: Overview (Upcoming Generations and Recently Generated, plus quick links to Recurring Invoices and Recurring Bills) and Journal Entries (the recurring JE template list).

Statuses

StatusColourMeaning
ActiveGreenRunning on schedule; will generate on the next run date
PausedAmberTemporarily stopped; resume to continue
CompletedBlueReached its end date or max runs
CancelledGreyStopped permanently

Type badges: Invoice (purple), Bill (orange), Journal Entry (indigo).

UI Elements

Toolbar

New JE Template

Opens the recurring journal-entry template form.

Status Filter

Filter templates by All Statuses, Active, Paused, Completed, or Cancelled.

Template Actions

Run now / Skip next

Run now generates this cycle immediately; Skip next advances past the next scheduled run without generating.

Pause / Resume

Temporarily stop an Active template, or resume a Paused one.

Preview / View history / Duplicate

Preview the entry that will be generated, review past generations, or duplicate the template.

Actions

Create a Recurring Journal-Entry Template

  1. On the Journal Entries tab, click New JE Template.
  2. Enter a Name (required) and an optional Description.
  3. Choose a Frequency: Daily, Weekly, Bi-weekly, Monthly, Quarterly, or Annually. For monthly/quarterly/annual, set the Day of Month; for weekly/bi-weekly, set the Day of Week.
  4. Set the Start Date, and optionally an End Date and/or Max Runs (leave blank for unlimited).
  5. Tick Auto-post when generated to post each generated entry automatically.
  6. Add Journal Lines — at least two, with Account, Debit, and Credit. Total Debit must equal Total Credit.
  7. Add an optional Memo and save.

Manage a Template

  • Run now — generate the current cycle immediately.
  • Skip next — skip the upcoming run.
  • Pause / Resume — suspend or restart generation.
  • Edit — change frequency, lines, or end conditions (the Start Date is locked once created).
  • Cancel / Delete — stop the template permanently, or remove it.

Recurring Invoices & Bills

Recurring invoices and bills are set up from an existing document — use ⋯ → Create Recurring on an invoice or bill. They then appear in this dashboard’s Overview, and the quick links jump you to their respective modules to manage them.

  • Invoices — Create recurring invoices from a template invoice
  • Bills — Create recurring bills from a template bill
  • Journal Entries — The entries recurring JE templates generate
  • Chart of Accounts — Accounts used on recurring JE lines