Create a recurring job

Before you begin

Before creating a recurring job, you need to set up a suitable job template. See About creating a job template.

Creating a recurring job

To create a recurring job:

1. In the Jobs menu, select Jobs.
2. On the Job Manager screen Recurring Jobs tab, click + Create New Recurring Job.
3. On the New Recurring Job screen, enter the information about the job, including the job template the job is based on, the repeat frequency, and other details. For more information about what each field is for, open the Data fields reference section below.
   • Data fields reference

     Field	Description
     Recurrence
     Repeats	The frequency at which instances of the job will occur: days, week or months. If the frequency is twice a month, for example, you will need to set up two recurring jobs: one for the first date and another for the second.
     Duration	Expected time to complete the job in days, weeks or months.
     Next Date	The date for the first occurrence of the job.
     End Date of Recurrence	Do one of the following: Select the date after which there will be no more occurrences of the job. Select No End Date for the job occurrences to continue indefinitely.
     General
     Client	The client that the recurring jobs are for. Select the client from the drop-down list.
     Contact	The name of the client's contact person. Select the contact from the drop-down list.
     Name	The name that will be used for occurrences of this job. provides a selection of placeholders that you can use to insert details into the job name. For example, if you include {Month} into your job name, the current month will be inserted into the job name when the job is generated. You must copy the placeholder text exactly. For example: {Month} not {month} and {Year+n} not {Year + n} (spaces not required).
     Client Order Number	A client order number for this job, if applicable.
     Template	Select the template to use as the basis for the recurring job.
     Budget	Budget is a text field and not part of the budget manager reporting – but can be useful as a note.
     Description	Add a description of the job, if required.
     Status	If you have specified a default job status (Organisation Settings > Default Status), you can leave the selection as the default. Alternatively, you may have created a special status that you can select for recurring jobs.
     Category	A job category for this job, if applicable. Job Categories allow you to group different types of jobs together, for more detailed reporting. If you wish to use job categories, you must create them beforehand. Using Job Categories also allows for the automatic pre-coding of sales and purchase invoice information to Job Category-specific General Ledger Income and Cost of Sale accounts in your Xero account.
     Exclude from Estimated Billings	Checkbox to specify whether to exclude the job from estimated billings or not.
     Schedule Information
     Priority	The priority level for this job, if applicable. The priority can be Normal (the default), Low, High or Immediate. The last three priority levels have a special icon that appears in the Priority column on the Job Manager screen. For further information, see Conventions and symbols.
     Client Manager	The staff member who is responsible for the client’s account for this job (may be the same or different from the Job Manager). Select the staff member from the drop-down list, if required.
     Job Manager	The staff member who will be the manager for instances of this recurring job. Select from the drop-down list if required.
     Staff Assigned	Staff who will be allocated to this job. Select one or more from the list of available staff.

4. Save your changes.
   • The recurring job now appears on the Job Manager screen in the All Jobs tab, the My tab for allocated staff members and the Recurring tab.
   • The Recurring tab of the Job Manager screen shows the repeat frequency of the job and the Next Date when the job will occur.

Related tasks

• Edit a recurring job
• Delete a recurring job