The quick read
Key points
- Compare the start date with existing entries.
- Check for rules, loan templates or synced activity covering the same payment.
- Review posted occurrences and update changed amounts.
Identify the record you want to repeat
Choose an entry with a predictable schedule and a clear source. Confirm the transaction type, accounts, amount and property before making a template. Keep supporting documents available so another reviewer can understand the repeated decision.
Check the start date carefully
Review the schedule and first occurrence against entries already in the books. Saving a template can book occurrences already due. A historical start date deserves a check of the periods it covers, especially if those periods contain imported or synced activity.
Avoid overlapping automation
Determine whether the same activity is already booked by an import rule, a loan template or Rentari sync. Use one understood source for the entry. A second automation path can create another copy of a payment even when each template looks reasonable on its own.
Review posted occurrences
Scheduled processing handles future occurrences as they become due. Check the booked entries after setup and when an amount or agreement changes. Correct duplicates through the entry workflow and update the source responsible so the problem does not repeat.
Before you finish
- Compare the start date with existing entries.
- Check for rules, loan templates or synced activity covering the same payment.
- Review posted occurrences and update changed amounts.
Keep your next step simple.
Use the product guide for the app workflow, or contact support with your question. Bookkeeping reports are not tax advice; review filing decisions with a qualified professional.