Recurring job schedules generate a series of jobs automatically — one per period — so you don't have to create every monthly bookkeeping or quarterly BAS job by hand. You set the pattern once; Nagaris works out each job's name, start date and due date.
Start a new job as usual (see Creating a job) and, in the New Job dialog, set Schedule to Recurring. Recurring schedules are available for standalone jobs; jobs added inside an engagement or the Proposal Builder are always one-time jobs.
Choose a Pattern (required). Patterns are grouped by frequency:
Weekly (Monday to Friday) — each job starts Monday and is due Friday of the same week.
Fortnightly (Monday to next Friday) — each job starts Monday and is due Friday of the following week.
Monthly Bookkeeping — each job starts the 1st and is due the last day of the same month.
Monthly IAS — for each month's data, work starts the 1st of the next month and is due the 21st of that month.
Monthly Meeting — reviews the previous month's results; starts the 1st of the next month, due the 14th.
Quarterly BAS — for each quarter's data, work starts the 1st of the month after the quarter ends and is due the 25th of the next month.
Quarterly Meeting — reviews the previous quarter's results; starts the 1st of the month after quarter end, due the 14th of that month.
Annual Tax Return — each tax return starts 1 Jul and is due 15 May the following year. Quarters follow the Australian pattern (Jul–Sep, Oct–Dec, Jan–Mar, Apr–Jun).
Set Series starts (required) — the date the first period is taken from.
Choose How many jobs: Ongoing (no fixed end), Fixed number of jobs (then enter the Number of jobs), or Until a specific date (then set End scheduling on).
Enter a Job name pattern (required). Type freely and insert placeholder tokens with the buttons under the field — the same tokens used by job name templates, such as {{client}}, {{month}}, {{previous_month}}, {{quarter}}, {{previous_quarter}}, {{year}} and {{fy}}. The wand icon lets you apply a saved job name template as the pattern.
Check the Jobs to create preview — a table showing each job's number, Period, Job name, Start date and Due date. For open-ended schedules the preview shows the first 24 periods, with a note to switch How many jobs to a fixed count or date to limit the series.
Optionally add a description (Description applied to each generated job), a Category and a Budget per job.
Under Staff assignments, pick a Partner, a Manager and any Team Members — these staff are assigned to every job the schedule creates.
Under Tasks per job, click Add task to search your XPM task services and add them; each row lets you set the task's Client and estimated minutes (Est. Mins). If your firm has no task services you'll see No active XPM task services are available.
Leave Create first job now ticked if you want the current period's job created straight away.
Click Create schedule. You'll see Recurring job schedule created, and if a first job was created you land on its page.
Each generated job shows a recurring badge in the Jobs list.
Jobs are submitted to XPM immediately as they are generated (for XPM-connected firms).
Tokens resolve per period — for example {{previous_month}} on a Monthly IAS schedule names each job after the month whose data is being processed.
To stop future jobs without touching the ones already created:
On the Jobs page, find any job in the series and click the ban icon in its Actions column (Cancel all future jobs in this series).
Confirm in the Cancel future jobs in this series? dialog — This will stop creating future jobs for [client]. The current job [name] will remain. Choose Cancel future jobs, or Keep series active to back out.
You'll see Future jobs in this series have been cancelled. Existing jobs stay put and can still be worked and invoiced.
Switching How many jobs to a fixed count or date before filling in the companion field simply pauses the preview — enter the number or date to see the series again.
If the preview is empty, check that Series starts is a valid date in YYYY-MM-DD format.
