Action - Schedule Document

 
Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the Schedule Document utility. 
 
 
 
If you want to prepare same document with same details repeatedly on any fixed interval, you can create a Schedule for that document and the document will be posted in “Post Recurring Module” of Alignbook.  From list of post recurring you will be able to post the document on a Click without undergoing pain of preparing the document again and again. Also this will work as a reminder for you.
 
Let us understand how we can create a Schedule.
 
When you will create a new document from any module like Sales, Purchase, Finance etc., you will find “Schedule” icon situated on bottom right corner of that Document.
 
Once you create a new document, click on “Schedule” to create a Schedule for that Document the system will prompt for schedule details.
 
Action - Schedule Document
 
 
 
1

Description

1. Description: Type a Reference Description for you Identification.
2

Interval

2. Interval: Select the frequency of recurrence i.e. Daily, Weekly, Monthly or Yearly.
 
If the Interval is “Weekly” The System will ask to select the day of week i.e. Monday, Tuesday etc. on which the document has to recur.
 
If the Interval is “Monthly” The System will ask to enter the day of month i.e. day 1 etc. on which the document has to recur.
 
If the Interval is “Yearly” The System will ask to enter the month and day of month on which the document has to recur.
3

Start Date

3. Start Date : Enter the Recurrence Start Date.
4

End Date

4. End Date: Enter the Recurrence End Date.
5

Save

5. Save : Click on the button to save in post in “Post Recurring” module.
6

Cancel

6. Cancel : Click on the button to clear the values.
 
Click on to close the Schedule Window.
 
 
 
We hope you enjoyed this tutorial. Please give us a call for further help.  Happy Aligning!
 
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