Review recurring accounting entries and missed periods

A recurring accounting template posts balanced journal entries on a schedule. Its amount is a journal amount; this does not send a payment or establish that a bank transfer happened.

Choose Kalenderregel when creating the template. Samme dag i måneden preserves the start date's intended day through shorter months. A January 31 schedule continues on February 28 and March 31. Siste dag i måneden always uses the last day, including May 31 after April 30; its start date must itself be month-end. Expand Kommende datoer to inspect the next scheduled dates, limited by the end date. Paused schedules do not post automatically.

Under Bokføringsregel, new templates default to Gjennomgå før bokføring. They wait for you to explicitly post an occurrence or the due entries. Choose Bokfør forfalte automatisk only when the template can be posted without a fresh review each time. Existing schedules retain their earlier automatic policy. Catch-up posts each overdue occurrence on its original date; it does not move closed-period amounts into today.

Complete every template line and balance the debit and credit amounts. Remove an unused line rather than leaving it incomplete. Avdelingskode (valgfritt) and Prosjektkode (valgfritt) are carried into each resulting voucher, together with the template and scheduling evidence.

If an occurrence fails, its date and explanation remain beside the template after reloading. Other valid schedules can still finish. Resolve the stated cause, then retry that occurrence. Closed periods require the controlled period workflow; the schedule does not bypass a lock. Repeated clicks for an already-processed occurrence cannot book the next period without a refreshed review.

Deleting a template that has posted before pauses it and retains its accounting history. Correct a posted voucher through the accounting correction workflow. A reversal does not erase the original scheduled occurrence or automatically recreate it.

Template amounts must be positive whole cents, with exact matching debit and credit totals. Decimal commas and points are accepted. Account or tax lookup failures must be retried before creation. Switching workspaces clears the open form; changes require current accounting write access.

Retrying a posting after its response is interrupted confirms the original occurrence when it is already in the journal. It does not post the next occurrence or reactivate a paused schedule. A changed schedule without a matching posted occurrence still requires refreshing and review.

If creating a template has an interrupted response, retry the unchanged form to recover the original schedule. Its later name and paused state remain intact. A deleted original is not recreated. After reloading or leaving the form, check the schedule list before creating another template.