The Auto Repeat feature helps you create certain documents automatically in a given time period.
For Example: Assuming that you follow deferred expense system for some items. It requires you to create same Journal Entry every month to credit Deferred Expense account and debit Expense Account. You can create first Journal Entry manually for it, and then create auto-repeat transaction for it.
To access Auto Repeat, go to:
Home > Settings > Automation > Auto Repeat
You can also set a document on Auto Repeat by clicking the Repeat option from the Menu in the Toolbar.
Note: If a document is already on Auto Repeat, the Repeat option is not available.
Once you click on Repeat, a prompt for Auto Repeat will show up. Fill in the details and click on Save.
If the reference document type is submittable, you get an option called Submit on Creation. If this is checked, your document will be submitted on creation.
If you want to notify certain contacts whenever the recurring documents are created, you can check 'Notify by Email' in the Notification section of Auto Repeat. This will send the auto-generated recurring documents to the specified Email Addresses. Fields for the same are explained below:
Note: If the document you are setting up Auto Repeat for, is submittable, ensure that "Allow Print for Draft" is enabled in Print Settings to receive the new recurring document in Auto Repeat Notification Email. If this is not enabled, you will be notified about the recurring document creation without the document.
If the frequency is set as Monthly, Quarterly, Half-yearly or Yearly, then it will create recurring documents in the respective months on the same day as the 'Start Date' of Auto Repeat. If you want to create recurring documents on some other day then you can set one of the following:
Auto Repeat with Weekly frequency allows you to select the days on which you want the recurring documents to be created.
You can see the Auto Repeat schedule in the Dashboard of Auto Repeat document. If you don't specify the End Date then the schedule will show only the Next Schedule Date.
When a document is set on Auto Repeat you can see the Auto Repeat frequency on the sidebar. You can click on the status to see the linked Auto Repeat document.
If you check this field it will stop creating recurring documents and unlink the Auto Repeat document from the Reference Document.