Creating New Scheduler

The scheduling functionality allows you to automate the Report and Invoice generation process by applying different recurrence settings. You can have multiple Schedules, related to a single Profile. All schedules are listed under the Schedules tab.

New schedule

To create a new MaxBilling schedule, navigate to the Schedules tab and click New MXB Schedule.

Populate the following fields:

◼ Name – type a name of the Schedule.

◼ Billing Profile – select the Profile that will be scheduled

◼ Report Type – the type of the Reports that will be generated

◼ Included Report Item – select Report breakdown

◼ Report Logo – select a Report logo

◼ Report Period – the period for which you want the reports to be generated

• • • • • Cyclic – for the scheduled period and frequency
        • Incremental – with a fixed Start Date

◼ Report Fixed Start Date – the Start Date of the report (applicable for Incremental Report period)

◼ Email Recipients – the recipients to whom the reports will be sent (optional)

◼ Legal Budget Email Recipients – the recipients to whom the Legal Budget reports will be sent (optional)

◼ Accumulate Peaks And Users Monthly – an optional field which will trigger a report generation considering the peak values for Case Rollup and Users. The values will be accumulated for each calendar month within the selected report period (between Start Date and End Date)

◼ Next Scheduled Run Time – shows the next run time of the schedule. (read-only)

◼ Frequency – the frequency of the report generation

• • • • • Daily – reports generated every day
        • Weekly – reports generated on a fixed day of every week
        • Monthly – reports generated on a fixed day of every month
        • Yearly – reports generated on a fixed day of a month every year

◼ Day – in this field you set a day of the month for the Monthly and Yearly frequencies. It is enabled if you choose Monthly or Yearly frequency.

◼ Weekday – in this field you set a day of the week for the Weekly frequency. It is enabled if you choose Weekly frequency.

◼ Month – in this field you set a month of the year for the Yearly frequency. It is enabled if you choose Yearly frequency.

◼ Range – the time for which the Schedule will be working.

• • • • • No End Date
        • Fixed Number of Occurrences
        • Fixed End Date

◼ End Date – the end day of the Schedule (applicable for Fixed End Date range)

◼ Occurrences – the number of occurrences for the schedule (applicable for Fixed Number of Occurrences range)

◼ Include Invoice – this option determines if invoices will be generated along with the scheduled report.