How to Create a New Schedule

1. Create a New Schedule
   Click the New Schedule button located in the top-right corner of the screen.
2. General Information
   • Enter the Schedule Name.
   • Select the Document Type.
   • Choose the Source Document. This will serve as the reference for all future schedules created from it.
3. Schedule Configuration
   • Select the Interval: Daily, Weekly, Monthly, or Yearly.
     • Daily: Specify the First Run Date.
     • Weekly: Select the Day of the Week and the First Run Date.
     • Monthly: Select the Day of the Month and the First Run Date.
     • Yearly: Select the Date and the First Run Date.
   • Choose when the schedule should end:
     • Never
     • After a Number of Iterations
     • On a Specific Date
4. Automation Options (at the bottom of the form)
   • Auto-approve if applicable: Automatically approve duplicated documents for types that support approval (e.g., Invoice, Credit Note, Estimate, Expense, Transaction).
   • Automatically send emails if applicable: Automatically dispatch emails for document types that support it (e.g., Invoice, Credit Note, Estimate). Emails will only be sent once the document is approved.

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