General Ledger Q&A: Copy Recurring Entry in GLS

May 2020    Tags:

We have several recurring entries that we want to add that are similar. Is there a way to copy an existing one and then make a small change to it?

Recurring entries can easily be copied in order to make a new one.

To copy a recurring entry

  1. From the File menu, point to Open and select Recurring Entries.
  2. Select the Recurring # that you want to copy.
  3. Press Esc. The options on the recurring entries window will become dimmed, but the amounts will remain.
  4. Press Ctrl+N.
  5. Make the desired modifications
  6. Press Ctrl+S.
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