Recurring entries

The Recurring tab holds postings that repeat on their own schedule — rent, subscriptions, salaries, anything that happens on the same terms every month, quarter or year. Like the journal, the tab follows the asset selected in the top bar: it lists the templates of that asset only, and a new template belongs to it. In the combined view it lists the templates of every selected asset, and a new template asks which asset it belongs to.

Recurring tab

Each row shows the description, account, cadence, next posting date, the signed amount (income shows +, expense shows −), and:

• Run now — posts the rule immediately, outside its schedule. Asks you to confirm first.
• Active switch — turn a template off without deleting it; a paused template never posts, on schedule or manually.

Creating or editing a template

Click New rule, or click a row to edit it.

1. Type — Income or Expense.
2. Description.
3. Account — filtered to accounts of the chosen type. Type in the field to filter it; the search matches the account code as well as its name.
4. Department — a filterable picker fed by the company's configured departments.
5. Cadence — Monthly, Quarterly, or Yearly, plus the day of the month it posts on.
6. Next posting — the date it will next run.
7. Amount per posting.
8. VAT rate.
9. Paid via — the payment method, which decides the contra account the same way it does when booking an entry by hand; the dialog shows you which account that resolves to.
10. Post automatically — on: each due date posts straight to the ledger. Off: each due date creates a draft instead, for someone to review and post themselves. Such a draft is an ordinary draft: its amount, VAT rate and account can still be changed before it's posted, and its posting lines are recomputed accordingly.

Note: Templates only start posting once the bookkeeping start date is set (see Getting started). A Next posting date that lies before the start date is moved forward to the first due date on or after it — nothing is ever posted for the time before the ledger began.

A preview line at the bottom of the dialog shows exactly how the row will read in the list once you save. To remove a template you're editing, click Delete.

Starting one from an entry you're already booking

While booking a manual entry, the Make recurring button in its footer hands the form you've just filled in — type, description, account, department, method, amount, VAT rate — straight over to a new recurring template, pre-filled. Nothing is posted by the entry dialog itself; you land in the recurring dialog to confirm the cadence and save it.

Related chapters

• Booking an entry — where Make recurring starts from.
• Mapping — the source labelled Recurring postings in the mapping tables is what a template posts under.