Top Tip - Financial bulk operations via task scheduler

There are a number of financial operations which can be automated to run via the scheduled task manager:

• Customer Payment Reconciliation
• Vendor Payment Reconciliation
• Accounts Posting
• Accounts Export

In each case, the user can set up a schedule by clicking on the Configure button, with options to run at set times or to run every 'X' minutes:

In the case of vendor payment reconciliation and accounts export, it is possible to set up multiple scheduled tasks via the use of templates, allowing filters to be applied based on vendor names, file formats, account packages, transaction types etc.

When the scheduler is started, the dialog will display the next scheduled date & time for each job to be run, and this will be updated each time the job is completed: