Revised: 5/2021
The Recurring Journal Entries transaction entry must be completed first. See link for additional step by step instructions on this process: http://help.schooloffice.com/FinanceHelp/#!Documents/recurringjournalentries3.htm
1. Select General Ledger Processing and Entry Options
2. Select Transfer Payroll Data and Recurring Entries
3. Select Recurring Journal Entries
4. Check items to Transfer/Activate: Select Transaction Number
5. Select Activity/Posting Date
6. Edit Amounts Before Transfer: Select if the Recurring Entries need to be edited prior to transfer
7. If you wish to change the Batch number on all entries, enter number then select Chang All Batch #’s
8. Update fields, as needed
9. Select Refresh Total, verify amounts listed
10. Select Transfer Edited Transactions
11. The Recurring Entries are now in Miscellaneous Transaction area where you can edit the account number before posting (making permanent) them to the General Ledger.