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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Accounts > General Journals

Create Similar or Recurring General Journals

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Some general journals require entry on a regular basis, such as the payroll journal or monthly insurance payments. To save time, use the Recurring and Create Similar functions in Jim2.

 

To do this, first tick Recurring in the header of the journal that requires regular entry. Enter a meaningful comment, which will show in the general journal list, making it easy to find. Save and finish the entry.

 

gjrecurringheader

 

Now, go to Accounts > General Journals and tick Recurring in the list header, then Run the list. The list results will display all general journals where the Recurring box has been ticked. Name and pin the list for future reference.

 

recurringgjlist

 

Double click on the required general journal to copy. Click Create Similar at the bottom left to create a duplicate transaction, then edit the details as necessary, such as date, amount or comments.

 

createsimilargj

 

How to

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