How to Download the Template in Recurring Journal Entries

Learn how to download the CSV template required to create Recurring Journal Entries.

July 7, 2026 By Aasma Technology Solutions

This guide explains how to download the predefined CSV template from the Recurring Journal Entries section. The downloaded template provides the required structure and fields for entering recurring journal entry data before uploading the completed file to the application.

Step #1: Go to the Recurring Journal Entries section from the sidebar menu, then on top right corner click on Upload CSV button — Go to the **Recurring Journal Entries** section from the sidebar menu, then on top right corner click on Upload CSV button

Step #2: Import CSV option will come, but as we need to have a sample of it, scroll down — Import CSV option will come, but as we need to have a sample of it, scroll down

Step #3: Click Download Sample CSV to download the predefined CSV template. — Click **Download Sample CSV** to download the predefined CSV template.

Step #4: Open the downloaded CSV file to view the required columns and data format. — Open the downloaded CSV file to view the required columns and data format.

Step #5: Add the recurring journal entry details to the appropriate fields in the downloaded template without changing the predefined column names or file structure. — Add the recurring journal entry details to the appropriate fields in the downloaded template without changing the predefined column names or file structure.

Save the completed CSV file after entering all the required information.

The Download Template feature provides users with the correct CSV structure required to prepare recurring journal entry data for successful upload and processing.