Templates - How to Stop the Creation of General Payments, AP Vouchers, or Journal Entries from a Recurring Template

To prevent the automatic creation of General Payments, AP Vouchers, or Journal Entries from recurring templates, follow the steps below for each type:

1) General Cheque or Debit Memo Templates

To stop recurring General Payments:

1. Create a new Debit Memo, General Cheque, or Requisition.

2. Click the Load Template button to open the "Quick Cheque or Debit Memo Templates" list.

3. From the list, you can:

   • Delete the template by selecting the desired template and choosing the "Delete" option, OR

   • Open the properties of the template and modify the "Final Date" field to stop recurrence.

2) AP Voucher Templates

To stop recurring AP Vouchers:

1. Create a new AP Voucher.

2. Click the Load Template icon to open the "Account Payable Templates" list.

3. From the list, you can:

   • Delete the template by selecting the desired template and choosing the "Delete" option, OR

   • Open the properties of the template and modify the "Final Date" field to stop recurrence.

3) Journal Entry Templates

To stop recurring or reversing Journal Entries, you must use the Terminate option, as deleting a journal entry alone will not stop future entries from being generated.

1. In the Journal Entries Filter, set the filter to:

   • Category: "Recurring"

   • Entries: "All"

   • Remove any filters for "Created By".

2. Select the recurring journal entry in question and open its properties.

3. Click the "Terminate Recurring/Reversing" button and confirm the termination.

   • The button will change to "Resume/Modify", indicating that recurrence has been stopped.

   • In the Show GL Journal Entries form, (Terminated) will show beside the Category.