/visma-net-erp/help/general-ledger/manage-transactions/recurring-journal-transactions/schedule-a-recurring-batch section If specific journal transactions must be entered periodically, you can automate this task by creating a schedule and assigning a batch or multiple batches to it. 2026-02-19T17:09:06+01:00 # Schedule a recurring batch If specific journal transactions must be entered periodically, you can automate this task by creating a schedule and assigning a batch or multiple batches to it. If specific journal transactions must be entered periodically, you can automate this task by creating a schedule and assigning a batch or multiple batches to it. When you define the schedule, you specify how often and how many times the batches should be generated. For more information on schedules, see: [About recurring journal transactions](/visma-net-erp/help/general-ledger/manage-transactions/recurring-journal-transactions/about-recurring-journal-transactions/). ## Before you proceed Create a batch (or multiple batches if they should be generated according to the same schedule) by using the [Journal transactions (GL301000)](/visma-net-erp/help/general-ledger/general-ledger-windows/journal-transactions-gl301000/) window. Save each batch with the **Balanced** status. Do not release. > [!NOTE] > If you want to generate new batches that are similar to a posted batch, copy and paste this posted batch to a new batch and make necessary edits; save with the **Balanced** status. ## Create a schedule 1. Go to the [Recurring transactions (GL203500)](/visma-net-erp/help/general-ledger/general-ledger-windows/recurring-transactions-gl203500/) window. 1. In the **Description** field, add a description of the schedule. 1. In the **Start date** field, select the start date for the schedule. By default, the current date is selected. 1. Place limitations on the schedule execution in one of the following ways: + Enter the maximum number of times it should be executed in the **Execution limit** field, or select the **No limit** check box. + In **Expiration date** field, enter the date when the schedule expires, or select the **Never expires** check box. 1. Specify how often the batches should be generated: + To generate the batches daily or every **x** days, do the following: 1. In the **Schedule type** section, select **Daily**. 1. In the **Every day(s)** field of the **Daily** section, type an integer to specify the number of days between successive batches. + To generate the batches weekly or every **x** weeks, do the following: 1. In the **Schedule type** section, select **Weekly**. 1. In the **Every week(s)** field of the **Weekly** section, type an integer to specify the number of weeks between successive batches. 1. Select the days of the week on which the batches should be generated. + To generate the batches monthly or every x months, do the following: 1. In the **Schedule type** section, select **Monthly**. 1. In the **Every month(s)** field of the **Monthly** section, enter an integer to specify the number of months between successive batches. 1. Select when the batches should be generated: either the day of the month, or the week of the month and day of the week. + To generate the invoice every **x** financial periods, do the following: 1. In the **Schedule type** section, select **By financial period**. 1. In the **Every period(s)** field, type an integer to specify the frequency of invoice generation by financial period. 1. Specify whether the invoice should be generated on the first day of the financial period, the last day of the financial period, or a specific day of the period (the day can be selected). 1. Make sure the **Active** check box is selected for the schedule. 1. Click . In the **Schedule ID** field, notice the unique ID of the schedule, which the system generated in accordance with the numbering series assigned to schedules in the [General ledger preferences (GL102000)](/visma-net-erp/help/general-ledger/general-ledger-windows/general-ledger-preferences-gl102000/) window. 1. Optional: For user reference, attach a scanned copy or electronic version of the document on which this schedule is based. For this, drag the file from the folder on your computer and drop it to the top part. ## Add batches to the schedule 1. On the **Batch list** tab, click **Add row**. 1. In the **Module** column, select **General ledger** from the list of system workspaces. 1. In the **Batch number** column, select the batch by its number. 1. Optional: To attach an electronic version of the related document or its scanned image to the scheduled batch, click a staple icon, select and upload the document. 1. Repeat Steps 1 through 4 for each batch you want to add. 1. Click . Parent topic: [About recurring journal transactions](/visma-net-erp/help/general-ledger/manage-transactions/recurring-journal-transactions/about-recurring-journal-transactions/)