Click on Scheduler > Journals to access the Scheduled Manual Journals page.

Click on New Schedule to schedule a manual journal.

Fill in the different details needed for the scheduled manual journal.

Yes. You can choose the start date by modifying the Schedule Date, and choose the end date by modifying the End Date when setting up the schedule details.

You can set the frequency of a schedule by adjusting the Repeat field.

Currently, Jaz allows frequencies of:

Yes, no further action from you is required. Jaz will handle the creation of the scheduled manual journal on the scheduled date.

If you need to make changes to the scheduled manual journals before its created, you can edit it by clicking on the manual journal that you'd like to modify.

You will be able to see the previously created manual journal details and make any edits that you need.

Yes, you can fill up the different details just like when creating a normal manual journal.

Yes, you can. First, select a payment account that is different from your base currency. For example, if your base currency is SGD, select a USD account.

Click on the debit or credit field for the journal entry of the cross-currency account, depending on what you would like to enter.

A Convert Amount modal will show, and you will be able to set the exchange rate for the cross-currency payment.

Jaz requires that you set an exchange rate for the cross-currency payment.

You will not be able to save the journal schedule if you do not have an exchange rate set.

Jaz currently does not support notifications whenever a manual journal is created from a schedule.

There are currently no limits to the number of scheduled manual journals you can create on Jaz.

Yes, you can create a schedule with start and end dates in the past.

After creating the schedule, the schedule will immediately run, and the manual journal will be immediately created.

Updating a schedule will have no impact on previously created manual journals from the schedule.

Any changes made will only be reflected in new manual journals that are created from the schedule.

Any changes made will be contained in the manual journal itself. The original manual journal schedule and its details will not be affected, and will not see any changes.

You can stop a schedule by making the schedule inactive.

Alternatively, you can also delete the schedule from the same menu.

Simply make an inactive schedule active to restart it.

Note: If the end date is earlier than the day of restarting the schedule, you will have to update the end date to the current day or later for the schedule to restart.

Making a schedule inactive stops any new manual journals from being created based on the schedule.

If you make an inactive schedule active, new manual journals will start being created again the next time the scheduled date or frequency is reached.

Yes, you can duplicate a schedule.

No, creating a scheduled manual journal will not affect any financial reports.

Financial reports will be affected only after a manual journal is created and active based on the schedule.

If the manual journal was created from a one-off schedule, the schedule will turn inactive as soon as the manual journal is created. As such, there will be no further impact on the schedule even if you void the manual journal at this point.

If the manual journal was created from a recurring manual journal schedule, the schedule will run as normal the next time the designated scheduled date or frequency is reached. A new manual journal will be created from the schedule at that point.