How do I schedule tasks? (2025.05)
Automate routine tasks to run automatically on your computer.
To use Schedule Tasks, you will need the backup option license. To purchase the backup option license, contact your client relationship manager at (800) 281-9851.
Schedule Tasks is included in the 2025.05 release. It supports General Ledger. More reports will be added for other Connect applications in the future.
Scheduling a task
1. Open Connect System Management > System Tools > Schedule Tasks.
2. Click New (CTRL+N).
3. Select an application and task type.
This is the application that will be running the scheduled task. For example, to print reports for Connect General Ledger, select General Ledger as the application, and then select process reports as the type.
4. Set up the scheduled task options.
Type
Shows the task type that you selected.
Description
Enter a word or phrase that explains or provides detail about the scheduled task. Such as what it is or what it does.
Start on MM/DD/YYYY at HH:MM
Select the date and time to begin running the scheduled task.
Occurs
Select the frequency to run the scheduled task. In other words, how often should the task happen? For example: Run this report daily at 7 AM.
Enable processing
Select this checkbox. If you were through using the scheduled task, or you simply wanted to pause the scheduled task for a while, you would remove the checkmark.
Task settings
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Report. Select a report. This menu will display the available reports for the selected application.
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Definition. Select a report definition. This menu will display the report definitions that have been saved for the selected report.
Print settings
Shows the printer where the report will print. The printer is selected in the report definition.
If you would like to use a different printer, open the report definition (for example, General Ledger > Reports > Account Master List) to change the printer, and then save your changes as a new report definition. Remember to change the report definition for the scheduled task to match the new report definition.
Save settings
If the report definition is set up to save the report as a file (PDF, CSV, Excel, and so on), you will be able to review the save settings here.
To make changes to the save settings, open the report definition (for example, General Ledger > Reports > Account Master List) to update the save settings (Save As tab), and then save your changes as new report definition. Remember to change the report definition for the scheduled task to match the new report definition.
Export settings
If the report definition is set up export the report as a delimited or fixed-length file, you will be able to review the export settings here.
To make changes to the export settings, open the report definition (for example, General Ledger > Reports > Account Master List) to update the export settings (Export tab), and then save your changes as anew report definition. Remember to change the report definition for the scheduled task to match the new report definition.
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