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Auto Repeat

Auto Repeat feature helps you create certain documents automatically in a given time period.

From version 12, you can Customize any Form to make the documents repeatable.

For Example: Assuming that you follow deferred expense system for some items. It requires you to create same Journal Entry every month to credit Deferred Expense account and debit Expense Account. You can create first Journal Entry manually for it, and then create auto-repeat transaction for it.

To access Auto Repeat, go to: \u003e Home \u003e Settings \u003e Automation \u003e Auto Repeat

1. How to set up Auto Repeat​

1.1 Customize the Form​

  1. Go to: Home \u003e Customization \u003e Form Customization \u003e Customize Form.
  2. Select the form in which you want to allow creation of repeatable documents.
  3. Check 'Allow Auto Repeat' to allow the creation of repeatable documents for that Form. This is necessary for the document type to show up in the Reference Document field under the Auto Repeat doctype.

1.2 Set up Auto Repeat​

  1. Go to Home \u003e Settings \u003e Automation \u003e Auto Repeat \u003e New.
  2. Select the Reference Document Type, like Journal Entry or Sales Invoice, etc.
  3. Select the Reference Document. This is the individual document that you want to repeat.
  4. Set the Start Date and End Date (optional). If End Date is not specified, recurring documents will be created, unless the Auto Repeat is disabled.
  5. Set the Frequency for creating repeatable documents (Daily, Weekly, Monthly, Quarterly, Half-yearly, Yearly).
  6. Save.

1.3 Set up Auto Repeat directly from the document​

You can also set a document on Auto Repeat by clicking the Repeat option from the Menu in the Toolbar.

Note: If a document is already on Auto Repeat, the Repeat option is not available.

Once you click on Repeat, a prompt for Auto Repeat will show up. Fill in the details and click on Save.

2. Features​

2.1 Submit on Creation​

If the reference document type is submittable, you get an option called Submit on Creation. If this is checked, your document will be submitted on creation.

2.2 Notify by Email​

If you want to notify certain contacts whenever the recurring documents are created, you can check 'Notify by Email' in the Notification section of Auto Repeat. This will send the auto-generated recurring documents to the specified Email Addresses. Fields for the same are explained below:

  • Recipients: Defines the Email IDs of the recipients for recurring document creation emails.
  • Get Contacts: This button will fetch the contacts linked to the document that is set on Auto Repeat and fill up the Recipients field with the same.
  • Template: You can choose an Email Template for the email. This will fill up the Subject and Message fields as well.
  • Subject: Subject for your Email (example: Recurring ToDo created successfully).
  • Message: Message to be sent in the Email.
  • Preview Message: This button will show a preview of the message.
  • Print Format: Select a print format to define document view which should be emailed to customer.

\u003e Note: If the document you are setting up Auto Repeat for, is submittable, ensure that \