Hello - It would be nice to have the capability to schedule the automatic closing and opening of the months so that this isn’t a manual process someone has to do. We often run into issues that people find because the month is closed. It would be nice to have the flexibility to schedule the open and closing of these months automatically and set the date on when we want this process automatically completed. Is this something that is already available in the platform?
Hi Melanie!
I’m not familiar with the “Closing of the Month” process specifically but have you looked into Job Scheduler? It is a platform feature that allows you to schedule recurring work to happen automatically. Search for Scheduled jobs in the Help for more information.
Hi Melanie, one way to implement is by leveraging the logic we run on the “Manage by Company” form action on Fiscal Calendars. You can do this by creating a new custom background task logic block that passes your inputs for company and period into our base logic from that process. Then attach the custom logic to a job scheduler and configure to run monthly.