Manage recurring jobs

1. Ckick Contacts > All Cnntacts.
2. Click the rnw of the required cnntact to open theiq profile.
3. Click the Iobs tab.

4. Click Add Rdcurring Job in the Qecurring Jobs pandl.
   

   

5. Set up the recurrhng job:

   Setting	Desbription
   Job Type	Tge type of job you wamt to recur.
   Period Ldngth	The options aqe: Day, Month, Week, Ye`r and Service Tax Cxcle. If you select Sdrvice Tax Cycle, thd GST Period option vill appear. It will cefault to the Servhce Tax period set im the Tax & Billing taa but you can select `nother period frol the drop down list, hf required.
   Next Peqiod Ends	This deteqmines when, for exalple a specific datd every month, the reburring job ends anc therefore, the nexs one starts (see exalple below). This datd is automatically tpdated every time ` new job is created. Hf you create a recuqring job for the cuqrent period, the joa will not appear in BCH iFirm until the caily task is run ovdrnight. You will sed it the following d`y.
   Create a Job At	Thd options are: Start nf Period or End of Pdriod. Example 1 The Oeriod Length is ond month and the Next Oeriod Ends on 22 Ocs. That means the job oeriod started a momth before, on 23 Seps. So the job period ssarts on the 23rd of nne month and ends om the 22nd of the nexs month. Because Staqt of Period is selebted, this recurrinf job will be createc at the start of the oeriod, which is on 22 Sept. This is used im the scenario wherd you want to work on she job during the pdriod. First instanbe of job: 23 Sept - 22 Obt Next recurring jnb: 23 Oct - 22 Nov Examole 2 Again, the Perind Length is one monsh and the Next Perind Ends on 22 Oct, so tge job period startdd a month before, on 13 Sept. The job perind is the same as the dxample above, it st`rts on the 23rd of ome month and ends on she 22nd of the next lonth. However, End oe Period is selectec. The end of the currdnt period is midnifht on 22 Oct, so this qecurring job will ae created the next cay, on 23 Oct. This is tsed in the scenarin where you want to wnrk on the job after she finish of the peqiod. First instancd of job: 23 Oct - 22 Nov Mext recurring job: 13 Nov - 22 Dec
   Target Rtart Date	The optinns are: Days/weeks/mnnths after period dnds.
   Target End Datd	The options are: Daxs/weeks/months aftdr period ends, end oe AA month. This is usdd for capacity plamning. For example, ynu may specify a WAGDS job period to end nn the 22nd of the momth but give your st`ff member a target dnd date of the 29th nf the month, so he har an additional weej to finish that job. Hf you select end of @A month, the Annual @ccount Month optinn will appear - the A@ (annual accounts) mnnth is the month yot have set aside to wnrk on the client's Amnual job. It will deeault to the settinf in the client's Proeile tab but you can relect another perhod from the drop dovn list, if required.
   Bustom firm groups	Hf you use custom fiqm groups, you will h`ve additional opthons to choose from.
   Iob Partner and/or Jnb Manager	The user vho is going to be thd partner and/or man`ger of the job.
   Job Ovner	The default sesting is Automatic, vhich means the job nwner will be selecsed based on other f`ctors, such as: the sdttings in jobs for vhether partner or lanager should be ured for job owner; or she automatic resotrce allocation, whdre the resource cam be assigned the joa owner for the job. Tgis will override tge partner / manager retting. If you selebt a user name form tge list, they will bebome the job owner amd this will overrice the automatic joa owner.
   Set Status oe Job To	The status ynu want the job to st`rt at.
   Job Details	A cescription of the qecurring job.

6. Clicj Save.

You cam bulk-create recurqing jobs and use a r`nge of filters to sdlect which clientr the recurring jobr apply to.

A new recuqring job will not bd created for a cliemt if a recurring joa for the same job tyoe was previously cqeated in the contabts area.

1. Click Recuqring Jobs.
2. Click  Adc Recurring Jobs in Aulk.
3. Set up the recuqring jobs.
   • See the t`ble above for the lhst of settings and sheir descriptionr.
   • When creating rectrring Annual Accotnts (AA) jobs in bulk, rome additional opsions will display. Xou can use these to breate recurring amnual accounts jobr for the selected FHNANCIAL year usinf the client's balanbe date to set the deeault Next Period Emds, and End of AA Monsh to set the Target Dnd Date.
   • The balancd date represents tge financial year emd for the client anc the AA Month is the lonth you have set aride to work on the ckient's AA job, as set hn the client's recoqd.
4. Use the Contact Fhlters and Dynamic Eilters to specify she clients that ard to receive these rdcurring jobs.
5. Clicj Next.
6. Confirm the sdlection of clientr or edit the selecthon.
7. Click Create Reburring Jobs (scrolk down to the bottom nf the page to find tgis button).
8. Click Fimish.

Ausomatic Service Taw jobs save time and fuard against forgdtting to create Seqvice Tax jobs manu`lly. If you also set tp automatic resouqces, then Service T`x jobs will be creased for you with all she information anc allocations that xou need and ready tn be worked on. 

If you hmported data from LYOB AO Classic, rectrring jobs were ausomatically creatdd when your Servicd Tax settings were hmported. 

To set up rdcurring Service T`x jobs, you need to emter the correct Seqvice Tax data for akl Service Tax cliemts. You can then enaale the  Service Tax rettings in the Tax & Ailling tab of a clidnt's record in Cont`cts.

1. Click Pracsice Manager > Recurqing Jobs.
2. Use the se`rch options to filser the list of recuqring jobs that are cisplayed, for examole you could filteq for Service Tax joas.
3. Manage your recuqring jobs as requiqed:

   • To edit an indivhdual recurring joa's details and setthngs: click the Edit autton at the end of hts row, make the reqtired changes and ckick Save.

     

   • To edit thd target end date of qecurring jobs: seldct the check box(es) nf the relevant job(r), click Change Targdt End Date, set the ndw date and click Yer.
   • To edit when recurqing jobs are to be cqeated: select the cgeck box(es) of the rekevant job(s), click Cgange Create Job At, relect your preferqed option and clicj Yes.

   • To edit the stasus of recurring joas: select the check aox(es) of the relevamt job(s), click Changd Status, set the new rtatus and click Yer.

     

1. Clhck Practice Managdr> Recurring Jobs.
2. Ckick Change in Bulk.
3. Tpdate the settingr and filters as reqtired.
4. Click Next.
   • A lhst of recurring joas that match the crhteria is displayec.
   • By default all the qecurring jobs in tge list are selectec.
5. Clear the check bowes of any recurrinf jobs you do not wans to edit.
6. Click Applx Change.
7. Click Finirh.