Setup recurring job journals

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Presenter: Mette Thavlov Neukirch

How do you setup a recurring job journal?

Let’s have a look at recurring job journals, and how to set those up. Remember that recurring job journals are still job journals, which is not the same as a job G/L journal, the difference is that when you post a recurring job journal, there will not be created any general ledger entries, for that you would need a job G/L Journal.

This is what happens in the video

Let’s have a look. I’ll go to job journal templates. And as you can see, we already have a job journal template for recurring journals. The setup here will be inherited to the job journal batches.

The difference between the recurring journal, and then standard job journal is this little checkmark stating that it’s a recurring journal, and of course, we need to set this check mark if we want a recurring journal, so if there’s no job journal template with this checkmark and you need a recurring job journal; you need to create a new line here and make sure to set this checkmark.

The rest is standard journal setup, number series, and source code, reason codes, and if you want to increment the batch name, we will not do that now.

I will navigate to the template batches. As you can see here, there are two different Journal batches, and you can see up here that they are recurring.

In this case, this is a recurring job journal for two employees. So, we use a specific batch for each employee.

And that’s what I see most people do if they have employees registering their time, and we need to invoice that from the job.

As you can see, both of these journals have inherited the setting from the job journal template, posting number series is the same but as the old journals, we can define different number series for the specific batch if we want to.

I can create of course new batches and if your list is blank you will need to create one, or we can just open one of the existing ones and start working.

And of course you need to define the recurring method if it’s fixed or variable, I’ll say fixed , and often for recurring job journals it’ll be one month, but it could be one week or whatever suits in your company, and now we’re ready to enter the usage lines.