ERP Background Tasks

Several ERP modules depend on work happening on a schedule rather than when somebody presses save. All of the tasks below ship disabled, in keeping with the platform rule that nothing starts running because an update was applied. You enable the ones your configuration needs.

Where to find it

Architect Panel → Automation:

• Tasks — enable, schedule and run each one
• Task Log — what ran, when, and what it did

The six tasks

• Calculated Field Recalculation — the consistency sweep for calculated fields and rollups. Catches totals left stale by imports, data extraction or direct database changes. Suggested hourly; overnight is enough on most systems.
• Accounting and Bank Feed Sync — pulls transactions from your connected accounting packages and bank feeds into the feed inbox. Hourly suits most; more often if you want same-day bank data.
• Accounting Outbound Mirror — pushes postings out to an external accounting package where you mirror rather than replace it. Hourly.
• Asset Depreciation — posts the depreciation charge per period. Daily, so a period-end run is never missed; the engine refuses to run a period twice.
• Scheduled Report Distribution — runs saved analytics reports on their schedules and delivers them. Hourly, so a report scheduled for any hour goes out on time.
• Letter Dispatch — sends queued letters to the print and post provider. Every few minutes, because it is a queue rather than a batch.

Enabling one

Open Tasks, find it, set the frequency and tick Enabled. Run it once by hand first and read the Task Log entry before leaving it on a schedule.

Reading the log

Every run writes to Task Log. Two patterns are worth watching for. A recalculation sweep that regularly corrects things means a table rule is missing somewhere — add the rule rather than running the sweep more often. A feed sync that regularly finds nothing may mean the connection has expired rather than that there is nothing to fetch.

Which you actually need

Only the ones matching what you configured. No feeds means no sync or mirror. No assets means no depreciation. Enabling a task for a module you do not use wastes a run and clutters the log.