Help · Accountant
Recurring journals in SwiftlyBooks
Journals that repeat on a schedule, such as a monthly accrual or a prepayment spread over the year.
Set one up
- Post the journal once, in Manual journals.
- Press New schedule and choose The journal to repeat. Or press Make recurring on the journal.
- Say how often under Every, and when it starts and ends with First on and Last on.
- Press Set it up.
Run, pause or stop it
- Run now makes any that have fallen due, without waiting for the daily run.
- Pause holds a schedule until you press Resume.
- Stop ends it for good. The journals it made stay.
Good to know
- Setting a schedule up approves the journals it makes: each one posts on its day.
- With a second approver, each one waits under To post in Manual journals instead.
- What stops one, such as a closed month or a missing rate, shows on the schedule in amber.
Related
The same help is in the app: press the ? at the top of any page.