Edit a Recurring Entry Batch in Financial

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Verified
AngelaNash asked a question on 7 Dec 2017 2:23 PM

Is there a way to edit an existing recurring entry batch that I have set up through Financial? Or do I need to delete that batch and create a new one?

Thank you,

Angela

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Verified Answer
AngelaNash responded on 7 Dec 2017 2:44 PM

Of course, after days of trying to figure it out and then finally deciding to post here, I just figured it out.

Go to Financial>Batches, then choose the hour glass at Batch ID and select your recurring entry. Choose the Transactions window (this will default to a new JE number, so choose the hour glass again and select the recurring entry one more time). It will then populate in the window and you can edit the data and save from there.

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Ven Sharma responded on 7 Dec 2017 2:50 PM

Angela:

That would defeat the very purpose won't it? If I hear you correctly, all you have to do is to open that recurring batch and make the necessary changes for the next recurrence of the batch you set up. After you post this "recurrence" of the batch, the  batch would still remain under batches financial but you will be able to inquire this posted JE.
The JE# will be the same but the recurrence sequence will increment every time you post this batch. 
Best of luck

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AngelaNash responded on 7 Dec 2017 3:07 PM

Ven,

I am unsure what you are referring to when you say that I would be defeating the very purpose. All I needed to do was add an additional entry to my existing recurring batch, so I needed to know how to edit the batch. That is what I described in my own answer. So, now, every other time I post the entry, it will also include the additional entry. Your answer seems to mimic my own.

Thank you,

Angela

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Ven Sharma responded on 7 Dec 2017 3:15 PM

Angela - I didn't see your answer when I started drafting my response.

Glad you were able to find a solution yourself.

Best to you

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Verified Answer
AngelaNash responded on 7 Dec 2017 2:44 PM

Of course, after days of trying to figure it out and then finally deciding to post here, I just figured it out.

Go to Financial>Batches, then choose the hour glass at Batch ID and select your recurring entry. Choose the Transactions window (this will default to a new JE number, so choose the hour glass again and select the recurring entry one more time). It will then populate in the window and you can edit the data and save from there.

Reply