What is a recurring journal in D365 Business Central?

The journal line allocates the costs based on a G/L account's reversing balance by dimension. You'll be prompted to set the dimension filters to ...  AllPostsDynamics365D365BusinessCentralPowerPlatformERPCloudBusinessGrowthManufacturingTrainingSearchCraigDayJul123minreadUsingRecurring&ReversingRecurringJournalsinD365BusinessCentralHere'showtousetheRecurringandReversingJournalFunctionalityinMicrosoftDynamics365BusinessCentral.WhatisarecurringjournalinD365BusinessCentral?Arecurringjournalisageneraljournalwithspecificfieldsformanagingtransactionsthatyoupostfrequentlywithfewornochanges,suchasrent,subscriptions,electricity,andheat.Usingthesefieldsforrecurringtransactions,youcanpostbothfixedandvariableamounts.Youcanalsospecifyautomaticreversalentriesforthedayafterthepostingdate.HowtousetherecurringjournalinD365BusinessCentral:Usingthesearchfunction,selectRecurringJournal:SelecttheRecurringMethod:Here'saquicksummaryofthekindsofRecurringMethodsavailableandwhattheydo.​ToSeeFFixedTheamountonthejournallinewillremainafterposting.VVariableTheamountonthejournallinewillbedeletedafterposting.BBalanceThepostedamountontheaccountonthelinewillbeallocatedamongtheaccountsspecifiedforthelineintheGen.Jnl.Allocationtable.Thebalanceontheaccountwillbethussettozero.RemembertofilltheAllocation%fieldontheAllocationspage.RFReversingFixedTheamountonthejournallinewillremainthesameafterposting,andabalancingentrywillbepostedonthenextday.RVReversingVariableTheamountonthejournalwillbedeletedafterposting,andabalancingentrywillbepostedonthenextday.RBReversingBalanceThepostedamountontheaccountonthelinewillbeallocatedamongtheaccountsspecifiedforthelineontheAllocationspage.Thebalanceontheaccountwillbesettozero,andabalancingentryispostedonthenextday.BDBalancebyDimensionThejournallineallocatescostsbasedonaG/Laccount'sbalancebydimension.You'llbepromptedtosetthedimensionfilterstobeusedtocalculatethesourceG/Laccount'sbalancebydimensionfromwhichyouwanttoallocatecosts.Alternatively,choosetheSetDimensionsFiltersactionlater.RBDReversingBalancebyDimensionThejournallineallocatesthecostsbasedonaG/Laccount'sreversingbalancebydimension.You'llbepromptedtosetthedimensionfilterstobeusedtocalculatethesourceG/Laccount'sbalancebydimensionfromwhichyouwanttoallocatecosts.Alternatively,choosetheSetDimensionFiltersactionlater.EntertheRecurringFrequency,thisfielddetermineshowoftentheentryonthejournallinewillbeposted.Itisadateformulafield,anditmustbefilledinforrecurringjournallines.​LetterMeaningCCurrentDDay(s)WWeek(s)MMonth(s)QQuarter(s)YYear(s)ExpressionMeaning10D10daysfromtoday2W2weeksfromtodayIfthejournallinemustbepostedeverymonth,enter"1M".Aftereveryposting,thedateinthe PostingDate fieldwillbeupdatedtothesamedateinthenextmonth.Ifyouwanttopostanentryonthelastdayofeverymonth,youcandooneofthefollowing:Postthefirstentryonthelastdayofamonthbyentering1D+1M-1D(1day+1month-1day).Withthisformula,thepostingdateiscalculatedcorrectlyregardlessofhowmanydaysthereareinthemonth.Postthefirstentryonanyarbitrarydayofamonthbyentering1M+CM.Withthisformula,thepostingdatewillbeafteronefullmonth+theremainingdaysofthecurrentmonth.IntheDocumentType,selectwhetheryouarepostingapayment,invoiceorcreditmemo.YoucanuseanyDocumentnumbertoidentifyyourjournal,howeveryoucanalsoaddVariableDefinitions:VariableDefinitions​%1Currentday,forexample,Monday%2Currentweek,forexample,52%3Currentmonthnumber,forexample,1%4Currentmonthname,forexample,January%5Currentaccountingperiodname,forexample,JanuaryEnterAccountType,AccountNo.,DescriptionandAmount.Onthe RecurringGeneralJournal page,youcanchoosethe Allocations actiontoseeormanagehowamountsontherecurringjournallineareallocatedtoseveralaccountsanddimensions.Notethatanallocationfunctionsasabalancingaccountlinetotherecurringjournalline.Justasinarecurringjournal,youneedtoenteranallocationonlyonce.Theallocationwillremainintheallocationjournalafterposting,soyoudonotneedtoenteramountsandallocationseverytimeyouposttherecurringjournalline.ExpirationDatecanbeenteredifrequired,ifthefieldisleftblank,thejournallinewillbepostedeverytimeyoupostuntilitisdeletedfromthejournal.Whenusingrecurringgeneraljournalstopostaccrualsattheendofaperiod,it'simportanttohavefullcontroloverreversalentries.Onthe RecurringGeneralJournals page,the ReversalDateCalculation fieldletsyoucontrolthedatethatreversalentrieswillbepostedwhenreversalrecurringmethodsareused.Bydefault,the ReversalDateCalculation fieldisnotavailableonthe RecurringGeneralJournals page.Tousethefield,youmustadditbypersonalizingthepage.Forastep-by-steptutorial,checkoutourvideotutorialsonthistopicthatwe'velinkedbelow:Trainingvideo:CreaterecurringjournalentriesTrainingvideo:CreatereversingjournalentriesGetintouchwiththeKwixandSolutionsteamifyouhaveanyquestionsaboutrecurringandreversingjournalentriesoranyotherDynamics365BusinessCentralrelatedenquiry.Training