How To: Apply a Journal Template as a Single-One Off Transaction

A journal template can be applied as a single-one off transaction, for example paying utility bills quarterly.

  1. Open a Journal Templates screen (show me how).
  2. In the [ Journal Templates | List ] tab press the Go button to populate the grid with existing journal templates.
  3. Double-click on the journal template you wish to process.
  4. Click on the Apply as Single one-off template button.
  5. A warning message will appear with the following notes:
    • This will not affect the schedule/process list.
    • The resulting journal will have no further association with the template.
    • Only the recurring part of the template will be applied.
  6. Click on Yes.
  7. In the Process Date popup select a date for the process.
  8. Click on OK.
  9. An information popup will display the journal number that has been posted.
  10. Click on OK.

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