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Set up repeating work

LiveFor: Manager

Monthly, quarterly or yearly jobs that create themselves.

  1. Open the job. In its header, Repeats says Set Up Repeating Work.

  2. Press it and choose how often it Repeats: every day, week, fortnight, twice a month, month, quarter or year.

  3. Optionally set an End date and tick Avoid Weekends, then press Save.

A Booker Financial job whose header shows Repeats: Every month until forever.
A repeating job: Repeats shows the schedule.

Once set, Repeats shows the schedule, such as “Every month until forever”, and links to the schedule’s page, which lists every job it has created.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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