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December 7, 2022
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How to Specify the Recurring Journal Entry Number Rather than Using Number Sequencing

  • December 7, 2022
  • 3 replies
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We make several Journal Entries each month. We have them all saved as recurring transactions. But we have very specific numbering/naming conventions we would like to use for each. Is there a way to add the desired JE number to the recurring transaction instead of QB assigning the recurring JEs a number in sequence from the last created JE?

Example: we want to the JE numbers to be

ME01 COGS PR MM-YY

ME02 CAPEX MM-YY

ME15 PRPD T&T MM-YY

 

This month when the recurring JEs were generated, the last JE that was made in QB was numbered "REV16 PREP COMM 40", so the recurring JEs were created with the following names, which are not at all what they  should be.

REV16 PREP COMM 41

REV16 PREP COMM 42

REV16 PREP COMM 43

Thanks!

Best answer by Candice C

Hey, @JustineEFI

 

Thanks for starting a discussion within the Community about recurring Journal Entries and their numbers. 

 

I can see how beneficial this could be for your business. At this time, you'll need to submit feedback to our Product Developers so they can consider this in the near future. 

 

However, you can manually change the number through the Journal Entry as a work around. 

 

Review our Blog site to keep up with what's new in the system. 

 

I hope this helps answer your question. Reach back out if you need any more assistance. Happy Wednesday! 

3 replies

Candice C
Candice CAnswer
December 7, 2022

Hey, @JustineEFI

 

Thanks for starting a discussion within the Community about recurring Journal Entries and their numbers. 

 

I can see how beneficial this could be for your business. At this time, you'll need to submit feedback to our Product Developers so they can consider this in the near future. 

 

However, you can manually change the number through the Journal Entry as a work around. 

 

Review our Blog site to keep up with what's new in the system. 

 

I hope this helps answer your question. Reach back out if you need any more assistance. Happy Wednesday! 

December 7, 2022

@Candice C Thank you for the quick reply. I was afraid this was the answer and that it wasn't just something I missed turning on/off... We do change the names each month, but it would be nice if we didn't have to. I will definitely suggest this option to your developers.

 

Have a beautiful day!

January 9, 2023

I have the same issue.  Once the recurring journal entry template is created with the correct journal entry number we should not have to change the JE number manually each month thereafter.  With so many journal entry numbers this is very time consuming.  Is there not a fix for this?  Can a case be created so that this could be fixed immediately?

May 9, 2024

We are also looking forward to a proper fix for this problem. We have a number of recurring journals and this is an irritation to review each month.

For a work around, I include the proper journal name format in the memo line as a quick reference when I go in to fix them.

January 9, 2025

Years later and I'm still waiting for this! I've submitted feedback, would really like this updated!