Skilled Nursing Facilities

Creating New Recurring Type

When creating a GL batch, you can create a recurring type GL Batch by selecting recurring templates and then editing the details as necessary.

  2. From the batch option, click Recurring.

  4. Enter an appropriate description for the new batch in the Batch Description field.

  5. Select Add Recurring Entries to add recurring entries to the new GL Batch.

  6. Type or select the Effective Date. The Fiscal Period automatically populates based on the effective date.

  7. Click the select recurring entries link to select the recurring entry template batches. (Previously setup in the G/L Batch Window for Batch Type of Recurring)

  8. Click the select recurring invoices link to select recurring invoices to add to the batch. The Select Batches pop-up shows the list of existing recurring batches.

  9. Select all the recurring batches required for the new GL Batch and click Save.

  10. In the New Batch window click Save & Edit to move directly to the GL Batch entry screen. Alternately you can click Save, to add the new batch in the G/L batch list under the Batch Status of Open. To close the pop-up without saving any changes, click Cancel.

  11. The G/L Batch Entry listing screen is created and populated with the selected recurring batch template(s). You can use Printable View to review all entries to ensure that everything is correct or select the edit link to review an entry and make any changes. To return to the G/L Batch Window - G/L Batches screen, click Back.

  • For each recurring journal entries in a Head Office GL Batch, you see the Facility Name or Facility Alias in the Account Distribution section for each transaction.