Enhanced interface

Schedule a recurring consolidation

If you're using Global Consolidation, you can save time by automatically running consolidations on a recurring basis. For each consolidation book, Intacct automatically runs the consolidation according to the schedule you set. Intacct sends an email upon completion of a scheduled consolidation.

For each consolidation book, you can use the Recurrence page to specify:

How often the consolidation should be repeated, to pick up any changes that have occurred since the period end.
When the recurring consolidation should end.
Where to send email notifications when a consolidation is completed.

Each consolidation book can have 1 recurring schedule.

When you consolidate offline, Intacct places your consolidation request in a queue. When Intacct processes your request for consolidation, you cannot stop it or select another period to consolidate until the consolidation is complete.

Recurrences begin in the past

Scheduled recurrences are always past-looking, so the schedule works with the last period. For example, suppose in August you set a daily recurring schedule, and the last consolidated period was in June. Scheduled daily consolidations will start running for July, not August.

Add a recurring consolidation schedule

The schedule you create for a consolidation book automatically runs the consolidation a set number of days after the period end, with the option to re-run the consolidation during the same period. The recurrence automatically begins again at the end of the current period.

Each scheduled consolidation includes any changes within that month that have not been consolidated, also known as the delta.

Go to Consolidation > All > Run consolidation.
Select the book for which to create a recurring consolidation. Each consolidation book can have 1 recurring schedule.
Select the downward arrow next to Recurrence, then select Create recurrence to create a new schedule.
In the Consolidate field, select how often to repeat the consolidation. By default, recurring schedules consolidate Monthly.
If you select Daily as your Consolidate time frame, the options are different. See Set a daily recurrence for details on Daily consolidations.
Enter the number of days after the end of the period that you want the first consolidation to run in Run consolidation ___ days after period end.
For example, to run the consolidation 7 days after month end, enter 7 in the field. The consolidation will automatically run on the 7th day of the next month.
In the Recur through field, enter the last period for which you want to run the consolidation schedule.
For example, if you set Recur through to Nov 2018 and number of days to 7, the last recurrence is on Dec 7, 2018.
By default, the recurring schedule will run through the end of the current fiscal year.
To be notified when a consolidation is completed, enter the Email addresses where you would like notifications to be sent.
Select OK.

Set a daily recurrence

The scheduled daily recurrence enables you to run a consolidation every N days with an optional set end date. For example, if you enter 7, a consolidation runs as scheduled every 7 days. Each consolidation consolidates those transactions that were not previously consolidated for the period, regardless of when those transactions occur in that period. For example, a transaction from the 8th day of a scheduled period will be included in the consolidation.

Suppose a scheduled consolidation runs every 10 days. The scheduled June 20 run consolidates transactions in June that were not yet consolidated in a previous consolidation. The June 20 run could include transactions from June 10-20. It could also include any future dated transactions through June 30, if these transactions have not been previously consolidated. Each scheduled consolidation includes any changes within that month that have not been consolidated, also known as the delta.

The daily recurrence is for the prior month. It is not a real-time daily consolidation.

The following daily recurrence options are available:

Every __ days: Set the number of days between each consolidation. For example, if you set this value to 3, the consolidations recur every 3 days. The consolidation runs on any changes made between one scheduled consolidation and the next.
Until the __ of the month:This optional field enables you to stop a recurring consolidation before the end of the month. When running daily consolidations, enter the last day of the month that the recurrence should run.

For example, to run the consolidation every 5 days until the 20th of the month, enter 5 in Every __ days and 20 in Until the __ of the month. If you leave this blank, the schedule recurs through the end of the month. The schedule restarts on the first of every month until reaching the Recur through date.

The number you set in Run consolidation __ days after period end must be lower than the number you set for Until the __ of the month.

Edit a recurring consolidation schedule

The Edit recurrence option appears only when there is an existing schedule.

Go to Consolidation > All > Run consolidation.
Select the book for which you want to edit a consolidation recurrence. Each consolidation book can have 1 recurring schedule.
Select the downward arrow next to Recurrence and select Edit recurrence to edit an existing schedule.
The Edit recurrence option appears only when there is an existing schedule.
Edit the recurrence as desired.
Learn more about the fields you can edit.
Select OK.

End a consolidation schedule without deleting it

If you want to stop a consolidation schedule without deleting it, edit the recurrence by selecting the last month in which you want the schedule to run.

The schedule stops running on a periodic basis after the last month. You can still view the history of the scheduled consolidation.

Go to Consolidation > All > Run consolidation.
Select the book for which you want to edit a consolidation recurrence. Each consolidation book can have 1 recurring schedule.
Select the downward arrow next to Recurrence and select Edit recurrence to edit an existing schedule.
The Edit recurrence option appears only when there is an existing schedule.
From the Recur through drop-down list, select the month and year after which you want to end the recurrence.
Select OK.

Delete a recurring consolidation schedule

You can delete a recurrence for a consolidation book. The Delete recurrence option is only shown if the consolidation book has a recurrence defined for it.

Go to Consolidation > All > Run consolidation.

The Consolidation page is shown.
From the Books drop-down list, select the consolidation book whose schedule you want to delete.
Select the downward arrow next to Recurrence and select Delete recurrence.
The delete option only appears if the consolidation book has a recurring schedule.
On the confirmation page, select Yes.

Field descriptions

Option	Description
Consolidate	Determine whether, and how often, the consolidation will run. By default, Monthly is selected. To repeat the consolidation every month, select Monthly. To repeat the consolidation every week, select Weekly. To repeat the consolidation on a daily cadence, select Daily and enter the number of days between consolidations in the Every __days field. You can also set the recurrence Until the __ day of the month.
Every __ days	For daily consolidation recurrences only. Set the number of days between each consolidation. For example, if you set this value to 3, the consolidation recurs every 3 days.
Until the __ of the month	For daily consolidation recurrences only. Optionally stop a recurring consolidation before the end of each month. When running daily consolidations, enter the last day of the month you want the recurrence to run. For example, to run the consolidation every 5 days until the 20th of the month, enter 5 in Every __ days and 20 in Until the __ day of the month. If left blank, the schedule recurs through the end of the month. The schedule restarts on the first of every month until reaching the Recur through date.
Run consolidation __ days after period end	Enter the number of days, after the period ends, when you want the consolidation to run. Enter a lower number in Run consolidation __ days after period end than the number in Until the __ end of the month. For example, if you start the first consolidation 5 days after the month end and repeat the consolidation every 10 days, the value for Run consolidation __days after period end must be at least 15.
Recur through	Select the last period for which the consolidation schedule will run.
Email addresses	Enter the email addresses to which notifications are sent when a consolidation has completed. Separate email addresses with a comma or semicolon.