› Equitrac › Scheduled tasks › Schedule an account balance task

Schedule an account balance task

To add a scheduled Account Balance task, do the following:

  1. In System Configuration, select Scheduled tasks in the left menu.
  2. Select Set account balances from the Add scheduled tasklist to open the Add Scheduled Task page.
  3. Enter a Name and Description for the task.
  4. Select from the Run if missed checkbox to the task runs immediately when the system is back online.
  5. Clear theSuspended checkbox to run the task at the scheduled intervals. See Suspend a task for details on suspending a task.
  6. Select the Task type from the drop-down list.
    • Deposit - Adds funds to the account regardless of the current balance.
    • Set balance - Adds funds to the account to a set amount.
    • Deposit to minimum level - Adds funds to the account when the balance falls below the set minimum amount.
  7. Apply the task to one of the following:
    • All Users - applies to all users, regardless of the department or group they may be assigned to.
    • Department - select a department from the drop-down list that the users are assigned to.
    • Windows group - select the group name by typing the name and checking it.
  8. Under When to Run schedule the task to occur either once, every day, every week, or monthly.
  9. Choose a Start date from the calendar, and enter theStart time for the task to run.
  10. Click Save to save the scheduled task.