Recurring journal entries

Schedule balanced journal entry templates monthly, quarterly, or yearly; each run creates a draft entry for review, with duplicate-period protection.

Plans: Core and above
Availability: Rolling out in prelaunch
For: Bookkeepers, Accountants
In KontoCore: Accounting → Journal entries → Recurring

In plain English

For entries you make every period — accruals, amortization, allocations — save them once and KontoCore drafts them on schedule.

What this does

A recurring template holds balanced lines, a cadence (monthly, quarterly, or yearly), and an explicit next-run date.

Each run creates a Draft journal entry linked back to its template. Nothing posts until you review and post the draft.

Each period can only be generated once per template, so a retry or second click never creates a duplicate.

Before you start

Confirm the accounts exist and the target periods are open.
Know the amounts and the first date the entry applies.

How to

Create a template

1Open Accounting → Journal entries → Recurring → New.
2Enter name, memo, and lines; debits must equal credits before you can save.
3Choose cadence and the next-run date, and optionally an end date.
4Save. The schedule shows as Active.

Review generated drafts

1Open Journal entries and filter to Draft (or open the template’s run history).
2Check amounts, date, and accounts.
3Post, or delete the draft if not needed for that period.

Pause, skip, or end

1Open the template and choose Pause, Skip next run, or Disable. The schedule list shows each state.

Statuses and lifecycle

Status	Meaning
Active	Generates drafts on the next-run date.
Paused	No runs until resumed.
Skipped	One period intentionally not generated; next run moves on.
Disabled	Ended; history kept.
Blocked	The target period is locked or closed, so generation did not happen.

Corrections, voids, and reversals

Editing a template affects future runs only; it never rewrites drafts already generated or entries already posted.
Correct a posted generated entry by reversing it, like any journal entry.

Audit trail

Every create, post, void, and reversal records the user, time, and reason, and links to the source record.
Generated entries carry a link to the template and the period they were generated for.

Availability and provider notes

Built – unverified: this workflow exists in the prelaunch product but has not yet completed human certification. Review results before relying on them.
No external provider is required.

Permissions

Owners, administrators, and users with bookkeeping permission can create and post. View-only users can read but not change records.
Administrators can restrict who may create or change templates.

What happens in your books

Nothing posts when a draft is created. Posting the draft records the entry, e.g. monthly prepaid insurance:

Monthly amortization · illustrative

Account	Debit	Credit
Insurance Expense	250.00
Prepaid Insurance		250.00

Common mistakes

Posting drafts without reviewing changed amounts (e.g. a rate increase).
Expecting generation into a closed period — reopen it or pick a later date.

Troubleshooting

No draft appeared

The schedule is paused/skipped, the period is locked, or that period was already generated.

Can’t save the template

Lines don’t balance.

Journal entriesWhen and how to record a manual journal entry, including adjusting entries and reversals.Fiscal periods, close, and reopenSet your fiscal year, close months and years so posted history can’t change, and reopen a period with a recorded reason when a correction is necessary.General ledgerBrowse every posted entry by account and date, drill from balances to source documents, and understand how each transaction reached the ledger.

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Last reviewed October 6, 2026