If you're regularly entering the same journal entries—like monthly depreciation or rent—into ProLaw®, there's a simple way to save time and eliminate repetitive tasks: Recurring Journal Entries.
A recurring journal entry is a transaction that repeats on a regular basis and is automatically recreated by ProLaw® after being set up once. Examples include monthly depreciation, quarterly tax accruals, weekly payroll entries, and rent payments.
Note: Entries related to client hard costs advanced cannot be set to recur because ProLaw® doesn't know which client to associate with the charge.
How to Set Up a Recurring Entry in ProLaw®
- Find the journal entry you want to make recurring.
- Click the Recur icon or select Recur from the Actions menu.
- In the Recurring Journals window, check Make this entry a recurring journal entry.
- Choose the frequency: Monthly, Quarterly, Annually, Bi-Monthly, Weekly, or Semi-Annually.
- Optionally, select a Recurrence Ending Date.
- Click OK to save.
Viewing and Managing Recurring Entries
In the Quick Find view, add the Recurrence column to see frequency codes:
- M – Monthly
- A – Annually
- Q – Quarterly
- B – Bi-Monthly
- W – Weekly
- S – Semi-Annually
How ProLaw® Creates Recurring Entries
When a user selects a Month and Year from the Quick Find in Journals, ProLaw® checks whether entries have been created for that period. If not, it creates them automatically. ProLaw® will generate recurrences up to the next month after the current system date. To force generation, go to the correct month and select Create Recurrences from the Actions menu.