Four New Activities You Can Do with the Sage 100 Task Scheduler

Posted by Marty on March 20, 2017 at 12:16 PM
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The Task Scheduler is a valuable, time-saving feature in Sage 100 that lets you automate your journal transactions. You can save all sorts of time, for example, by automating your daily Accounts Receivable processing, including the AR Sales Journal, followed by the AR Cash Receipts Journal, and finally updating the Daily Transaction Register. The same is true of those Accounts Payable and General Ledger tasks. Cool, right? Even cooler is that the arrival of version 2016 expanded the capabilities of the Task Scheduler. A new drop-down box called 'Type' now allows you to combine the flexibility of the Task Scheduler with the powers of Visual Integrator and reporting. Here are a few things that you can do with this new capability.


Your reports can give you insight into your business. But who wants to arrive at work, push a few buttons to start running some reports needed for the day, and then...wait? Okay sure. It gives you a few minutes to get some coffee and chat about the funny thing your dog did last night. But wouldn't you rather just have those reports waiting for you first thing in the morning so that your schedule isn't dictated by them? By using Task Scheduler in combination with your reports, you can run a series of them in the evening or the early morning hours. So now all of your sales reports can be waiting for you rather than the other way around. Add a tool like KnowledgeSync to that process, and you can automatically route those reports to the people who need them most.

Four New Activities You Can Do with the Sage 100 Task Scheduler

Visual Integrator

If you're not already familiar with Visual Integrator for Sage 100, you may be missing out an a powerful tool; especially if you struggle to keep your Sage 100 data synchronized with other software. Now add Task Scheduler to those imports and exports, and you have a robust data entry automation tool at your fingertips. Here are three ways this dynamic duo might come in handy:

  • Perhaps you own custom software specific to your industry. It's generating and updating data all the time, and your Sage accounting system needs to know about it. Use Visual Integrator to create imports for your AR Sales and/or AR Cash and/or GL General Journals. Then use Task Scheduler to run those imports on a nightly basis, when nobody's daily tasks will be interrupted.

  • You know those lists of bank transactions and cleared checks that you sigh when you look at, knowing the approximate number of hours it will take to key all that data in? Stop sighing and start smiling. You can build imports to automate all that information, and then schedule it to happen when nobody - even you - is looking.

  • Does ADP or Paychex feed you a file with payroll journals that then need to be entered? Add it to your list of automated Visual Integrator jobs that execute at the most convenient time for your day. Automatic imports aren't just quicker and easier. They are also more precise. Payroll information, in particular, has a low tolerance for data entry mistakes. Using these tools reduces the risk of error.

With the Sage 100 Task Scheduler, these jobs can be scheduled daily, weekly, monthly or just once, with specified start dates, end dates, and start times. So let the software do the repetitive work, and get back to building your business.

Leave us a comment and let us know how you use Visual Integrator and/or Task Scheduler. And if you don't use either but you'd like to, get in contact and let us help you make your work more effortless.

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Topics: Sage 100

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