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Creating Recurring Journal Entries

Updated over a year ago

You can create recurring journals with ongoing daily, weekly or monthly occurrences . Processed recurring journals will appear on the agents commission statement. Select Agents | Select Recurring Journal Inquiry

+ to create a New Record

1- Enter Agent name
2- Add Reference
3- Add Description
4- Enter a Debit or Credit amount. In this example we will be paying the agent a retainer of $1000.00 per month. This is added as a "debit" and will be offset against "credit" commission amounts received
5- Select Edit Journal Frequency to finalise the set up of future transactions

1 - Select Daily, Weekly, Monthly or One Off
2 - Choose Repeat options
3 - Choose whether to include weekends
4 - Set up the frequency including starting date, finishing date and date of the next transaction

Select Preview to view upcoming days/dates
Select OK
Save and Close

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