Task Recurrence Options
Task recurrence behavior depends on whether the project itself is recurring or one-time. Xenett automatically adjusts the available recurrence options based on the project type.
Recurrence in Recurring Projects (Close Projects)
When a project (for example, Monthly Close or Quarterly Close) is set as recurring, tasks offer the following recurrence options:
1. Recur with Project
The task automatically appears every time the project recurs.
Best for standard close tasks performed every period.
2. Accounting Period
Used for tasks that occur only in specific months.
Common examples:
Depreciation entries β December only
Payroll reconciliation β March, June, September, December
This option is specific to close projects.
3. One-Time
The task appears only in the current close.
It will not appear in future closes.
Recurrence in One-Time or General Projects
For non-recurring projects (such as daily task tracking or one-off work), different recurrence options are available:
One-Time (Default)
Task is created once and does not repeat.
Weekly Recurrence
Example: Recording bank feed transactions every week.
Options include:
Every X weeks
Specific weekday (for example, every Wednesday)
Monthly Recurrence
Example: Filing sales tax returns.
Configure:
Every X months
Specific day of the month (for example, the 15th)
Summary
Task recurrence in Xenett is driven by the project type. Recurring close projects provide period-based options like accounting periods, while one-time projects support weekly and monthly scheduling. Choosing the correct recurrence ensures tasks appear exactly when needed without manual re-creation.
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