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JustineEFI
Level 3

How to Specify the Recurring Journal Entry Number Rather than Using Number Sequencing

We make several Journal Entries each month. We have them all saved as recurring transactions. But we have very specific numbering/naming conventions we would like to use for each. Is there a way to add the desired JE number to the recurring transaction instead of QB assigning the recurring JEs a number in sequence from the last created JE?

Example: we want to the JE numbers to be

ME01 COGS PR MM-YY

ME02 CAPEX MM-YY

ME15 PRPD T&T MM-YY

 

This month when the recurring JEs were generated, the last JE that was made in QB was numbered "REV16 PREP COMM 40", so the recurring JEs were created with the following names, which are not at all what they  should be.

REV16 PREP COMM 41

REV16 PREP COMM 42

REV16 PREP COMM 43

Thanks!

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