Using recurring entries in your Sage bank accounts

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In Sage Accounts, recurring entries are a great way to save time. Simply set up any payments or receipts that happen regularly, such as direct debits and standing orders, then you can process them all at the same time. You can even set up a reminder so you don't forget to process them. Once they've ran their course you can then suspend the entries. Read on to find out how.

Create a new recurring entry

  1. Click Bank accounts, click Recurring items then click Add.
  2. Complete the boxes as required.
  3. Click OK.

Process recurring entries

  1. Click Bank accounts, click Recurring items then click Process.
  2. If required, you can change the Show Due Entries Up To date and amend any transaction values.
  3. Click Post.

Suspend recurring entries

  1. Click Bank accounts, then click Recurring items.
  2. Click the recurring entry you want to suspend, then click Edit.
  3. Select the Suspend Posting? check box.
  4. Click OK then click Close.

Tip: Recurring entries can be suspended or reactivated as required.

  • Hi Nichola,

    Thanks for using Sage City.

    This message can appear for several reasons. In the first instance, the credit and debit values may not match so it's best to check the values and rule this out first. If the values balance, check the dates, if the values match but different dates are used this can cause a problem, if this is the case, adjust the dates of the entries. Finally, if a recurring entry has ran it's course and only one side of the journal has been deleted this can also cause this message to appear, in this case the other side of the transaction should be deleted.

    I hope this helps, there's some more information in this Ask Sage article.

  • Recurring entries - The credit and debit journals do not match, this function has been working up until two weeks ago now all of a sudden it won't post, checked all items and can't see the problem?