Recurring transactions follow the same steps as regular transactions (journal vouchers). The key difference is that you define a start date, end date, and frequency: such as daily, weekly, bi-weekly, monthly, or yearly—for NuMetric to automatically generate these entries on your behalf.
Why Use Recurring Transactions?
Automate repetitive entries like prepaid rent, subscriptions, insurance, or manual depreciation
Reduce manual work and the risk of forgetting key monthly or periodic entries
Ensure consistency and accuracy in financial reporting
Improve time efficiency in managing fixed or repeated expenses and revenues
This feature is ideal for businesses that need predictable financial activity handled with less manual input, just set it once, and NuMetric takes care of the rest.
Managing Recurring Transactions
Once a recurring transaction is created, NuMetric gives you two key controls for managing its lifecycle:
Cancel Recurring JV
Click Cancel Recurring JV to immediately stop the auto-generation of future entries.
All previously created JVs remain in your records, but no new ones will be generated.
This is useful if a recurring cost or allocation is no longer applicable.
Update End Date
Click Update End Date to change the final date the recurring transaction should apply.
Useful when extending the recurrence period without canceling the setup.
New entries will continue to generate based on the updated end date and selected frequency.
💡 Tip!
These controls help ensure flexibility and accuracy in managing repeating Journal Voucher (Manual Transactions) entries.