Edit or delete recurring journals
This article explains how to edit or delete an existing recurring journal profile that you’ve created in FreeAgent.
Please note:
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Editing a recurring journal profile will only change future journals created by the profile and deleting a recurring journal profile will only stop future journals from being created. Journal entries that the profile has already posted will not be edited or deleted if you change or remove the profile.
- To edit or delete journals that have already been posted, read how to edit or delete journal entries instead.
- You’ll need to have full (level 8) access to your FreeAgent account to be able to edit or delete recurring journal profiles.
Navigate to the relevant recurring journal profile
Navigate to the ‘Accounting’ tab at top of the screen and select ‘Journal Entries’ from the drop-down menu.
Select the ‘Recurring Journal Profiles’ tab.
You can either edit or delete a recurring journal entry profile.
Edit a recurring journal entry profile
Select ‘Edit’ to the right of the relevant recurring journal profile.
This will allow you to make changes to the existing recurring journal profile's description, date, codes, amounts or attachment.
For example, if you’ve created a recurring journal profile that recurs indefinitely but you now want the journals to stop being created on a specific date, you can enter an end date in the ‘until’ field.
Please note that if you change the start date after the first set of journals have been created, this will change when the journals will be automatically created going forward. For example, if you set up monthly journals to be created from 28th August and then on 29th August you change the start date to 30th August, the next set of journals will be created on 30th August (so you’ll have two sets in August) and then on the 30th of each month going forward. If you need to, you can delete a set of journal entries.
If you need to add extra line entries to the journal set, select ‘Add Another’ and enter the relevant information.
To remove lines from the journal set, select the cross icon to the right of the relevant line on the journal.
Once you’ve made the relevant changes, select ‘Save Changes’ at the bottom of the screen to complete the process.
Delete a recurring journal entry profile
Select the cross (‘X’) to the right of the relevant recurring journal profile.
Select ‘Yes, delete recurring Journal Profile’ in the pop-up window to complete the process.