Memorized Transactions save recurring journal entry templates you schedule monthly or quarterly, or run on demand for allocations. Routine bookkeeping that used to take hours becomes a few clicks when rent, allocations, and standard accruals repeat every period.

Available on PlusProEnterprise through Fund Accounting—not the Tools hub. Templates post through the same Journal Entries workflow auditors expect. You can also memorize deposit patterns from Regular Deposit and Check Deposit after you post.

Recurring journal templates with schedules or on-demand runs.

Use Cases

Monthly allocation entries
Recurring accruals and deferrals
Standard reclassification templates

Good to Know

Templates can include multiple lines for complex allocations. Monthly and quarterly templates post on the next run date you set when automatic posting is on. Otherwise they wait until you run them. Each posted memorized transaction creates a standard journal entry with full audit trail. If a template no longer applies, archive it instead of deleting so historical entries remain traceable.

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