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Documentation Index

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Recurring journal entries are for predictable GL activity such as monthly accruals, allocations, amortization entries, or routine reclasses. Use source workflows for invoices, bills, payments, inventory, assets, leases, and returns whenever those workflows own the business event.

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Open Recurring Entries

Open Accounting, then Recurring Entries. The list shows each template name, frequency, next run date, last run date, amount, active status, and row actions. Use the All, Active, and Inactive filters to separate current templates from paused or deactivated templates.
Accounting calendar with recurring activity sidebar and upcoming scheduled accounting work

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Create A Recurring Entry

  1. Open Accounting > Recurring Entries.
  2. Click New Recurring Entry.
  3. Enter a clear template name.
  4. Add an optional description that explains why the entry exists.
  5. Choose the frequency: weekly, monthly, quarterly, or annually.
  6. Choose the next run date.
  7. Add at least two template lines.
  8. Select a postable GL account for each line.
  9. Enter a debit or credit amount on each line.
  10. Confirm the template is balanced.
  11. Click Create Template.
Arcus blocks the template until debits and credits balance. A recurring entry does not post just because the template was saved. It posts on its run date, or when an authorized user chooses Post Now.

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Edit, Pause, Or Resume

Open the row action menu to edit a template, pause it, resume it, post it now, or deactivate it.
  • Edit: update the name, description, frequency, next run date, or template lines.
  • Pause: keep the template but stop scheduled posting.
  • Resume: turn a paused template back on.
  • Post now: post the template immediately and advance the next run date.
  • Deactivate: turn the template off permanently while keeping already posted journal entries.
Changing a recurring template affects future postings only. Posted journal entries remain part of the ledger and should be corrected with normal journal entry correction or reversal procedures.

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What Happens When It Posts

When a recurring entry posts, Arcus creates a journal entry from the saved template lines, marks the posting as system-created from the recurring template, updates the last run date, and advances the next run date based on the frequency. Recurring entries post as accounting activity, so they affect financial reports, account ledgers, reconciliation, and period close just like manually posted journal entries.

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Use Post Now Carefully

Use Post Now when a scheduled entry needs to be recorded immediately.
  1. Review the template amount and lines.
  2. Confirm the entry should post in the current accounting date.
  3. Click Post Now.
  4. Review the created journal entry if you need approval, reporting, or audit detail.
Post Now advances the next scheduled run date. If the entry was posted manually somewhere else, do not also run the recurring template unless you intend to record a second entry.

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Common Blocks

  • Create Template is disabled: the template is missing a name, frequency, next run date, or balanced lines.
  • Account is missing from the picker: the GL account may be inactive, a header account, or not allowed for manual journal lines.
  • Template is overdue: the active template has a next run date before today. Review whether it should be posted, paused, or edited.
  • Post Now fails: check account setup, permissions, and accounting-period controls.
  • Template should stop: pause it for temporary holds, or deactivate it when it should not run again.

Journal Entries

Create, review, approve, post, and reverse journal entries.

Dashboard and Calendar

Review accounting dates, recurring work, and upcoming close tasks.

Period Close

Understand how open and closed periods affect posting.

Chart of Accounts

Maintain postable GL accounts and account structure.