Schedule supporting item imports

Global Administrators use the scheduler to import supporting items into Account Reconciliation automatically on a recurring basis. A schedule removes the need to run each import manually. The Set Schedule dialog works the same way as it does for balance imports.

Before you begin

  • Confirm that the layout for the supporting items is set up.

  • Confirm that the layout does not already have a supporting item schedule. Each layout can have only one.

Create a supporting item schedule

  1. In > Import Data, select the Schedule tab.

  2. Click . The Set Schedule page displays.

  3. Provide the required information:

    Import Details

    • Import type — Identifies the kind of data being scheduled. Select Supporting Item.

    • Layouts - Select a layout.

    Schedule Details

    • Name — Enter the name the schedule.

    • Perform task — Set how often the schedule runs (for example, Daily, Weekly, Monthly).

    Schedule Options

    • Time zone — Select the time zone the schedule uses to calculate run times.

    • Start time — Hour, minute, and AM /PM fields for the time of day the schedule first runs.

    • Start date — Select the start date.

    • End date — Select the date the schedule stops running.

    • Run process — Recurrence interval field. Enter a value to set the recurrence interval for the schedule, expressed as "Every [number] day(s)."

    • On month(s) — Available if the value in the Perform task field is Monthly. Select the desired month(s) for the schedule.

  4. Save the schedule. The new schedule is listed in the Schedule tab.

Rules for supporting item schedules

  • Each layout can have only one supporting item schedule. Once you create the schedule for one layout, it cannot be reused.

  • The start date must be today or a later date.

  • The end date cannot be earlier than the start date.

How scheduled import runs

The Supporting Item import schedule runs the same way as the Balance import schedule.

View the results of a scheduled import

Open the Result Log tab to review the results of each run. The log records successful and skipped imports at the global run level. Each entry includes the following details:

  • The date and time of the run

  • The layout

  • The reason for the skip, if the import skipped an entity

 Note:  The Result Log is the only record of skipped imports. Account Reconciliation does not send an error notification when an import is skipped, so review the log regularly.