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#404 Recurring Batches
Function
This supplement allows making a new batch from a previously created batch. Voucher, Timesheet, General Journal, Expense Reimbursement (TR) batch or Accounts Receivable (if installed) batches can be created. It is designed to be a data entry time saver for repetitive entries such as monthly rent payments, depreciation entries, and certain ongoing maintenance costs, etc.
Things You Should Know
Operating Instructions
Type: Select the existing batch type.
Original Batch #: Select the original batch number to be copied. The description of that batch will appear.
Date Selection: Certain date options will appear based upon the type of batch selected. Enter the appropriate dates accordingly.
Posting Period: Select the posting period for the new batch being created.
This supplement allows making a new batch from a previously created batch. Voucher, Timesheet, General Journal, Expense Reimbursement (TR) batch or Accounts Receivable (if installed) batches can be created. It is designed to be a data entry time saver for repetitive entries such as monthly rent payments, depreciation entries, and certain ongoing maintenance costs, etc.
Things You Should Know
- At the time of the new batch creation, a posting period for the new batch will be selected.
- If a voucher batch is selected, the document date and due date can be entered in the new batch.
- If a timesheet or expense reimbursement (TR) batch is selected, the starting pay period date and ending pay period date of the pay period for the new batch will be entered. If an employee was in the original batch who has since terminated, that employee will not be included in the new batch. A list of terminated employees will be displayed. When creating a TI batch and there are 12, 24 or 52 pay periods in the year, make sure the selected timesheet batch has the same number of hours in the pay period as the pay period the new batch is being created for.
- If a general journal or accounts receivable batch is selected, the document date can be entered.
- If a general journal batch containing ACH debit entries is selected the new batch formed will include the ACH debit checkmark.
- Once the batch is created, it can be edited as any other batch.
- The description of the original batch can be edited.
- The batch is created as an unposted batch.
Operating Instructions
Type: Select the existing batch type.
Original Batch #: Select the original batch number to be copied. The description of that batch will appear.
Date Selection: Certain date options will appear based upon the type of batch selected. Enter the appropriate dates accordingly.
Posting Period: Select the posting period for the new batch being created.

This step creates the new batch as defined. Upon completion, you will be given the option to go directly into the data entry process in the new batch, to make any changes or post the batch.