--- title: "Create a Memorized Journal Entry" slug: "creating-a-memorized-journal-entry" description: "Create a memorized journal entry in R365 as a reusable or auto-posting recurring template on a weekly, monthly, or custom schedule." updated: 2026-08-19T14:48:14Z published: 2026-08-19T14:48:14Z canonical: "docs.restaurant365.com/creating-a-memorized-journal-entry" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Create a Memorized Journal Entry Recurring transactions are managed using memorized transactions. A memorized transaction is a saved template that can be reused — either manually or on a set schedule — without re-entering all the details. > [!NOTE] > Recurring memorized transactions are created with an **Approved** status. > [!TIP] > **R365 Best Practice** > > To distribute expenses across accounts on a recurring basis, it is recommend to use a [GL allocation template.](/doc/docs/gl-allocation-templates-overview-security) > Memorized templates are displayed only while they are still scheduled to run. When **Times Repeated** equals **Times to Repeat**, the schedule is finished and the template is no longer shown in the Memorized Transactions list. The related transactions remain in the records. --- ## Security The following permission is required to create a memorized journal entry: - General Ledger → Journal Entries → Create Journal Entries These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Create a Memorized Journal Entry > [!NOTE] > Memorized transactions only apply going forward. Setting a past start date will not create entries for previous days. Manual entries are needed to cover past dates. To create a memorized journal entry, follow these steps: *Click steps to expand for additional information and images.* ****1)** Open or [**create the journal entry**](/doc/docs/new-journal-entry) to be memorized.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IBINRBJG.png) ****2)** Click the **menu (…) button.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-C49TOUT0.png) ****3)** Select **memorize.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-L7LUSC8Y.png) ****4)** Enter the **memorized template name**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2HXBSHV5.png) ****5)** Use the dropdown to select the **auto-recurrence period.** When ‘none’ is selected, skip to step #8)** The auto-recurrence defines how often a memorized transaction is automatically posted based on a set schedule. Options include: - **None:** Saves the transaction as a template without scheduling an automatic recurrence. - **Monthly - First Day:** Posts the transaction automatically on the first day of each month. - **Monthly - Last Day:** Posts the transaction automatically on the last day of each month. - **Monthly - Same Day:** Posts the transaction on the same day of the month as the original transaction date. - **Period - First Day:** Posts the transaction on the first day of each financial period. - **Period - Last Day:** Posts the transaction on the last day of each financial period. - **Weekly:** Posts the transaction every seven days from the original transaction date. - **Every 2 Weeks:** Posts the transaction every 14 days from the original transaction date. - **Daily**: Posts the transaction every day from the original transaction date. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IQVE7FR7.png) ****6)** Enter the **number of times** the auto-recurrence should be **repeated**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UOX5PGCL.png) > Times to repeat must be a whole number. ****7)** To create the entry before the journal entry date, **enter the number of days prior to the journal entry date** when the entry should be created. *(Optional)*** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MQVNZIDL.png) ****8)** Click **memorize.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IV7JJB5R.png) --- ## Use Memorized Journal Entry Templates To use a saved template, follow these steps: *Click steps to expand for additional information and images.* ****1)** Navigate to the **Memorized Transactions page**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UTF4VC22.png) ****2)** Double click in the row of the desired template.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MPVNOVHB.png) ****3)** Click the **menu button (…)**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OATLEY4J.png) ****4)** Select **use.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XJM1BWNV.png) A new journal entry will open. ****5)** Update the date and details of the journal entry as desired.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2Y1QQR4U.png) Restaurant365