Cloud Scheduler for Recurring Journals

You can auto-process recurring journals with multiple processing options for a predefined schedule with cloud scheduler. This reduces the manual effort of processing recurring journals and posting standard journals for a predefined schedule.

In Practice: How to schedule recurring journals

1. Navigate to Maintenance > Administration > Cloud Scheduler.
2. Select the Process Flow tab, and click Add.
   
3. In the General Information tab, fill the details for Code, Name, and Email Recipients.
   
4. In the Tasks Tab, click Add Task. A New Task dialog box pops up.
   
5. Select the task type as Recurring Journal and fill up all the details.
6. Select one or a combination of processing options from Create, Overwrite, and Post Standard Journals and select the relevant recurring journal to be processed.
7. Click Save.
8. In the Scheduler tab, define all the fields for the recurring journals you want to process monthly.
   

Additional Period Options for Recurring Journal

You can select the Current Financial Year and Custom Period options while defining a recurring journal process task in the Cloud Scheduler. The Current Financial Year option allows you to schedule journals for the entire selected year, that is, 12 months, and the Custom Period option allows you to schedule journals from one selected period to another. These options provide users the flexibility to schedule journals seamlessly based on their requirements.