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Procedure documentationSetting Templates for Recurring Postings Locate this document in the navigation structure


Use this procedure to create a template for recurring postings and set its frequency and expiration date.


  1. From the SAP Business One Main Menu, choose   Financials   Recurring Postings  .

    The Recurring Postings window appears.

  2. In the window header, specify a unique code, an expressive description, and other relevant details.

  3. In the table area, build the transaction. Enter the accounts and/or business partners and expected amounts, and ensure that the transaction is balanced.

    Note Note

    You can change the amounts of each instance of the transaction before you confirm it.

    End of the note.
  4. In the footer, set the frequency according to which you want SAP Business One to create instances for the transaction. The default frequency is Monthly.

  5. To set a date after which SAP Business One should not create instances of the transaction, use the Valid Until option.


SAP Business One creates the recurring posting template. The instances are created according to the frequency you set, and are stored in the Confirmation for Recurring Posting window until you execute or remove them.

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Recurring Posting