Skip to content
Documentation
Guide API Demo
English
Open the app

Recurring entries

Create templates for monthly, quarterly or yearly entries and generate the due entries automatically.

Updated on 10/05/2026 Edit this page

A rent, a subscription, a spread insurance premium, a monthly provision: some entries come back identically. A recurring entry is a template that NovaFisko turns into an actual entry at each due date.

Creating a template

  1. Open the Entries tab and click Recurring.
  2. Click New template.
  3. Choose the Journal and enter the Label, for example "Office rent".
  4. Choose the Frequency: Monthly, Quarterly or Yearly.
  5. Enter the Next due date: this is the date of the first entry to generate.
  6. Optionally indicate an End date and a Third party.
  7. Fill in the debit and credit grid, as for a miscellaneous operation: at least two lines, on postable accounts.
  8. Save.

Example: monthly rent of 1 200,00 €

Account Debit Credit
610000 Rent and rental charges 1 200,00
440000 Suppliers (lessor) 1 200,00
Note

A recurring template generates a free entry: it does not compute VAT. For a repetitive invoice subject to VAT, use the importer or invoice entry, so that the VAT return is fed correctly.

Generating the entries

Generation takes place in two ways.

Automatically. Every night, NovaFisko generates the entries of all the active templates that have reached their due date.

On demand.

  1. Open Recurring.
  2. Click Generate due to process all the templates of the file, or Generate now on a specific template.
  3. The message indicates the number of entries generated and their references. If there is nothing to do: "No due entries to generate."

What generation does

For each due date reached:

  1. an entry is recorded in the journal of the template, on the due date;
  2. its label is that of the template followed by the month and the year, for example "Office rent 03/2026";
  3. the next due date moves forward by one month, three months or one year;
  4. the counter of the template and the date of the last generation are updated.

If several due dates are overdue, they are all generated, from the oldest to the most recent. A due date on the 31st of a month moves to the last day of the following month when it is shorter.

Warning

If the period of the due date is locked or if the fiscal year does not exist yet, generation stops for this template. The due date stays pending and the check "Overdue recurring entries" appears in the Quality tab. Create the fiscal year or unlock the period, then run it again.

End of a template

When an end date is set and the next due date goes beyond it, the template is deactivated automatically. You can also deactivate it by hand with the switch in the list: it remains viewable and can be reactivated.

Editing or deleting a template

  • Edit: open the template and change the label, the amounts, the frequency or the next due date. The change only affects future entries.
  • Delete: click the trash icon and confirm. Entries already generated are kept.

Generated entries are entries like any others: they appear in Entries, carry a number in their journal and are corrected by reversal.

Following the templates

The list displays for each template:

Information Description
Label and journal Identity of the template.
Frequency Monthly, Quarterly or Yearly.
Next due date Date of the next entry.
End End date, if it is defined.
Number of generations Number of entries already produced.
Last generated Date of the last entry produced.
Tip

For a yearly charge to be spread (insurance paid in January, for example), create a monthly template of twelve due dates with an end date: debit of the expense account, credit of account 490000 Deferred charges.

See also