Recurring Journal Entries in Atlas

Recurring Journal Entries in Atlas

Recurring journals automate repetitive accounting entries such as monthly rent, depreciation, loan payments, or subscription charges.

Creating a Recurring Journal

1. Go to Atlas > Settings > Recurring Journals
2. Click + New Recurring Journal
3. Fill in the details:

- Name — Descriptive name (e.g., "Monthly Office Rent")

- Frequency — Daily, Weekly, Monthly, Quarterly, or Yearly

- Amount — Total amount for the entry

- Journal Lines — Debit and credit account mappings

- Next Run Date — When the first entry should be posted

- End Date (optional) — When to stop recurring

- Max Runs (optional) — Maximum number of entries to create

Example: Monthly Rent

• Name: "Office Rent - Jakarta"
• Frequency: Monthly
• Amount: Rp 15,000,000
• Lines: Debit Rent Expense (51001), Credit Bank (11002)
• Next Run: 2026-07-01

Managing Recurring Journals

• Edit — Update amount, frequency, or accounts
• Pause — Temporarily stop by setting `isActive: false`
• Delete — Remove the recurring template (past entries are not affected)

How It Works

The system checks recurring journals daily. When the next run date arrives:

1. A new journal entry is created with the configured lines
2. The next run date is advanced based on the frequency
3. The run counter is incremented
4. If max runs or end date is reached, the recurring journal is deactivated