How to Copy a Recurring Journal

How to Copy a Single Recurring Journal

Perform the below steps to copy a single recurring journal:

1. Navigate to the Consolidation > Consolidation Control Panel > Processes tab.

2. Select Scenario, Period, and Entity.

3. Under Processes, click Recurring Journals.

4. Select the desired Recurring Journal and click Copy.

5. Select Single Copy. The Copy Recurring Journal dialog appears.

   

6. Complete all the fields. Changes can also be made to the existing Posting Type, Reporting, and Period here.

   

7. Click Save.

How to Copy Multiple Recurring Journals

You can also copy recurring journals from one scenario to another using the Copy Multiple option. Perform the below steps to do so:

1. Select Copy Multiple. The Copy page appears.

   

2. Enter a Code and Name and select period dates.

3. Select the Target Scenario.

4. Complete all selections based on the process being copied.

5. Select the Email notification checkbox to receive an email notification when the process is completed.

6. Click OK.

If the user selects multiple entries to copy, the Copy Single option will not be available.

Note:

It is a best practice to limit the number of copied journals and journal lines to a combined total of 30,000 (journals + lines). For example, 1000 journals with no more than 30 lines. Or, 60 journals; each of which has no more than 500 lines.