Is there any ability to creating “recurring” Tasks in Acumatica? We have Tasks that happen every quarter and what we have to do is to “complete and follow up” and then update the start dates for the next quarter. Is there a way to add a Task and have it appear each month, quarter, year, etc.
Recurring Tasks (create a Task that appears quarterly)
Userlevel 7
+4
Hi
You can create a Scenario and then add Tasks, after the scenario is completed you can set it up to be a Recurring Scenario and have it trigger once every 3 periods.
These options can be found under the Configuration menu
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