Accounting Robot Setup within Oval Accounting

The purpose of this article is to provide step-by-step instructions for the setup of the Accounting Robot feature. (Note: This is normally running upon installation but might need setting up or adjusting depending upon your preference).

To Setup the Accounting Robot, follow these steps:

1. Navigate to Setup within Oval Accounting.
2. Navigate to Custom Code>Apex Classes.
3. Click on Schedule Apex.
4. Enter the Job Name as Accounting Robot.
5. Select the AccountingRobotSchedulable Apex Class.
6. Select frequency.
7. Select the Day(s) when the schedule is to run.
8. Enter the Start Date.
9. Enter the End Date.
10. Select the preferred Start Time.
11. Click on Save.

For further assistance on Oval Accounting please do not hesitate to contact us at hello@ovalaccounting.com

Article last reviewed: 2024-12-11