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New JE
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New Recurring Template
Set up a recurring schedule to auto-generate transactions
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Template Settings
Template Name
Transaction Type
Invoice
Bill
Expense
Journal Entry
Customer
Select...
Schedule
Frequency
Daily
Weekly
Monthly
Quarterly
Yearly
Every
Day of Month
Start Date
End Date (optional)
Max Occurrences
Auto-post when generated
Line Items
Account
Select...
Description
Qty
Unit Price
Amount
$0.00
Remove
+ Add Line
Subtotal: $0.00
Memo / Notes
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