Recurring Journals

Recurring Journals allow you to create templates for journal entries that repeat on a fixed schedule. Instead of manually creating the same journal entry every...

2026-02-17 · 2 min

Manual area

Finance

Coverage

3 sections

Operator notes

1 implementation note

Overview

Recurring Journals allow you to create templates for journal entries that repeat on a fixed schedule. Instead of manually creating the same journal entry every month, define it once and Bio Ecko auto-posts it.

Creating a Template

Navigate to GL > Recurring Journals > Add Template:

Enter a template name (e.g., 'Monthly Rent', 'Quarterly Insurance').
Select debit and credit accounts from the Chart of Accounts.
Enter the amount.
Choose frequency: Daily, Weekly, Monthly, Quarterly, or Annually.
Set the start date and optional end date.
Save and enable the template.

Common recurring entries: rent, equipment leases, insurance premiums, depreciation, retainer fees, and loan EMIs.

Management

Manage recurring journal templates:

Toggle templates active/inactive without deleting.
View last execution date and next scheduled date.
Edit amount or accounts for future postings without affecting historical entries.
Execution log: review all auto-posted entries from each template.
Delete templates that are no longer needed.

Notes

Tip

Create recurring journal templates during initial setup for all fixed monthly expenses. This ensures no entry is missed and month-end closing is faster.

Multi-Currency Management

The Multi-Currency module enables hospitals to handle transactions in foreign currencies -- relevant for medical tourism, international patient billing, vendor...

Opening Balances

Opening Balances are the starting financial position when you begin using Bio Ecko. Every account in the Chart of Accounts needs an opening balance that...