Descriptions
Use Agents in the Advanced Tools submodule in the Settings module to automatically perform tasks in the background, such as importing currency exchange rates into WorkBook, reminding users who have timesheets that need their approval, and periodically clearing the cache subfolder of the temporary storage service. You can also specify the schedules and parameters of the agents that you want to run.
To use Agent Setup in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.
- Related Topics:
- Agent Type 13 - Clear All Agents' Is Running Flag
Use Agent Type 13 - Clear All Agents' Is Running Flag to terminate all running agents. After they are terminated, you can restart the agents manually. - Agent Type 15 - Time Entry Weekly Reminder
Use Agent Type 15 - Time Entry Weekly Reminder to send a reminder to users who have not logged enough hours according to their capacity profiles. - Agent Type 21 - Shrink Database
Use Agent Type 21 - Shrink Database to shrink the size of the database. - Agent Type 35 - Time Entry Approval Reminder
Use Agent Type 35 - Time Entry Approval Reminder to send a reminder to users who have timesheets that need their approvals. - Agent Type 43 - Time Entry on Completed Task. Block Time Entry on Task when Task Status is Complete
Use Agent Type 43 - Time Entry on Completed Task. Block Time Entry on Task when Task Status is Complete to disable time entries if the end date for completed tasks has passed. - Agent Type 46 - Send Mail
Use Agent Type 46 - Send Mail to ensure that mails are sent out of the WorkBook system. - Agent Type 47 - Voucher Hot Folder Agent
Use Agent Type 47 - Voucher Hot Folder Agent to import voucher files from a user's external storage folder. This agent then creates a creditor invoice for each voucher file that is imported into WorkBook. - Agent Type 48 - Auto-Add Task to Timesheet
Use Agent Type 48 - Auto-Add Task to Timesheet to automatically add active tasks to user timesheets. - Agent Type 49 - Mail Import Agent
Use Agent Type 49 - Mail Import Agent to import email messages into WorkBook from any provider that supports IMAP. - Agent Type 50 - Follow-Up Email with Approval, Required Follow-Ups and Open Conversations
Use Agent Type 50 - Follow-Up Email with Approval, Require Follow-Ups and Open Conversation to automatically generate email messages to notify users that they have new items in their Inboxes. The new items can be approvals, other follow-up notifications, or conversations that have new comments. - Agent Type 51 - Subscription Make Vouchers
Use Agent Type 51 - Subscription Make Vouchers to automatically create invoices for subscriptions that are ready to be invoiced. - Agent Type 53 - Job Reporting Data Cube Maintenance
Use Agent Type 53 - Job Reporting Data Cube Maintenance to maintain the values of job reporting data that may have changed due to various factors, such as setting changes. Running this agent corrects any outdated values in the tables that make up the reporting data. - Agent Type 54 - Traffic Timer Control
Use Agent Type 54 - Traffic Timer Control to prevent the overuse of the timer function, which is used in time entry. The timer measures the time from when it was started to when it was stopped. It then adds the elapsed time value to the task as a time entry for the user who started the timer. This agent prevents the timer from running indefinitely if a user forgets to stop it, or from exceeding the maximum limit defined by System Variable 364 (Timer Start/Stop Automatically Stop after x Hours). - Agent Type 56 - Add Active Task to Conversation List
Use Agent Type 56 - Add Active Task to Conversation List to automatically create task conversations by adding tasks to the WorkBook inboxes of the users who are working on those tasks. - Agent Type 57 - Add Reminder on Each Expired Active Task to Conversation List
Use Agent Type 57 - Add Reminder on Each Expired Active Task to Conversation List to send a reminder when a task reaches its end date but is still active in the WorkBook system. - Agent Type 58 - General Export Agent
Use Agent Type 58 - General Export Agent to perform automatic custom exports. For more information, contact your Deltek Customer Success Manager. - Agent Type 59 - File Mover
Use Agent Type 59 - File Mover to automatically move files between two storage locations (folders). - Agent Type 60 - Job Cost Check Notification. Total Cost Exceeds X% of Approved Price Quote
Use Agent Type 60 - Job Cost Check Notification. Total Cost Exceeds X% of Approved Price Quote to send a notification to the Project Manager (PM) if the total cost of a job exceeds a certain threshold of the approved Price Quote (PQ). - Agent Type 61 - Add Missing Conversation Subscribers to Tasks that have Conversations
Use Agent Type 61 - Add Missing Conversation Subscribers to Tasks that have a Conversation to automatically check task conversations for missing users and subscribe them to the conversation. - Agent Type 62 - Add Notification on Milestone Tasks to Conversation List
Use Agent Type 62 - Add Notification on Milestone Tasks to Conversation List to send a notification that specifies the completion date of a milestone task. - Agent Type 63 - Active Campaign
Use Agent Type 63 - Active Campaign to integrate Active Campaign with your WorkBook system and automatically transfer contact lists from the CRM module. - Agent Type 65 - Raise Approval Notification
Use Agent Type 65 - Raise Approval Notification to control the approval notifications in your WorkBook system. - Agent Type 66 - Notification: Billable Jobs Ready for Invoicing
Use Agent Type 66 - Notification: Billable Jobs Ready for Invoicing to send a notification to the Project Managers that certain jobs that are ready to be invoiced. - Agent Type 67 - Notification: Billable Jobs with Open Price Quote
Use Agent Type 67 - Notification: Billable Jobs with Open Price Quote Notification to provide Project Managers with a list of all the jobs that have unapproved Price Quotes that belong to them. - Agent Type 68 - Rebuild All Database Indexes
Use Agent Type 68 - Rebuild All Database Indexes to delete and replace the existing indexing on the database. - Agent Type 69 - Notification: Purchase Orders for Settlement, PO Responsible Notification
Use Agent Type 69: Notification: Purchase Orders for Settlement, PO Responsible Notification to notify the employee who is responsible for Purchase Orders (POs) about approved POs that are ready for settlement. This notification contains the total cost of the POs, the number of POs that are supplier invoiced, and the remaining cost. Based on this information, the employee who is responsible for the POs can decide which POs should be settled. - Agent Type 70 - Notification: Job Ticket Coupon, Consumption Reach or Exceed Clips
Use Agent Type 70 - Notification: Job Ticket Coupon, Consumption Reach or Exceed Clips to send notifications to Project Managers when either the hours or total expense (sales value) on a job exceed the invoiced value. For example, if the invoiced value on a job is 10 hours, and an employee submitted 11 hours on the timesheet for the job, this agent sends a notification to the Project Panager. - Agent Type 71 - Notification: Job Payment Schedule Exceeds Invoice Amount
Use Agent Type 71 - Notification: Job Payment Schedule Exceeds Invoice Amount to send notifications to Project Managers when the total of all billing plan lines exceeds the value of all invoice lines. - Agent Type 72 - Email Conversation and Notification Unread Item Status
Use Agent Type 72 - Email Conversation and Notification Unread Item Status to send emails to users if they have any unread conversations or notifications in their WorkBook conversation inboxes. - Agent Type 73 - Automatic Reschedule of Expired Task with Low Priority X Days Forward
Use Agent Type 73 - Automatic Reschedule of Expired Task with Low Priority X Days Forward to push back the start dates for tasks that are classified as low priority. Running this agent prompts WorkBook to locate all of the low-priority tasks and push their start dates by X number of days into the future. - Agent Type 74 - Notification: Open Invoices (Under Preparation or For Approval)
Use Agent Type 74 - Notification: Open Invoices (Under Preparation or For Approval) to send notifications that contain a list of all jobs that have invoices that are under preparation or awaiting approval to Project Managers. WorkBook sends the notification to the Project Managers' Workbook inboxes. The notification provides the invoice number, amount, approvers, and status. - Agent Type 75 - Notification: Open Purchase Orders Under Preparation or Awaiting Approval
Use Agent Type 75 - Notification: Open Purchase Orders Under Preparation or Awaiting Approval to send notifications to Project Managers about jobs that have Purchase Orders (POs) that are under preparation or awaiting approval. - Agent Type 76 - Notification: Task with Expired End Date where You are Responsible
Use Agent Type 76 - Notification: Task with Expired End Date where You are Responsible to notify users about tasks for which they are responsible that have expired end dates. This notification enables users to mark those tasks as done. - Agent Type 77 - Report Working-Table Cleanup to Minimize Disk Needs
Use Agent Type 77 - Report Working-Table Cleanup to Minimize Disk Needs to optimize disk usage by clearing temporary tables. The Deltek Operations Team performs this process on the server in the background. SaaS clients do not need to run this agent. - Agent Type 78 - Monthly Finance Checklist Notification: Notify If It is not Complete for the Last Month
Use Agent Type 78 - Monthly Finance Checklist Notification: Notify If It is not Complete for the Last Month to send notifications about incomplete monthly checklists from the previous month to the user who is specified in the Company Responsible or Finance Responsible field on the Basic Settings tab of the Company information pane. The notification contains the full checklist module so that any past and current checklists can be completed directly from the notification. Deltek recommends that you run this agent at the start of the month to serve as a guide for completing the previous month's month-end process. Note that even though the notification contains the full module, the agent sends the notification only if the previous month's checklist is incomplete. - Agent Type 79 - Notification: Yesterday's Time Entry on Jobs where You are Responsible
Use Agent Type 79 - Notification: Yesterday's Time Entry on Jobs where You are Responsible to send Project Managers an overview of all of the jobs where time has been entered within a specific period. When you run the agent, WorkBook sends a follow-up notification to the Project Managers' inboxes. - Agent Type 80 - Notification: Tasks with Not Fully Booked Capacity Needs
Use Agent Type 80 - Notification: Tasks with Not Fully Booked Capacity Needs to send a follow-up notification to Project Managers when a resource is assigned to a task but has not met their full booking capacity on the task. For example, if a resource is assigned to a task for 10 hours, but is booked for only 4 hours due to lack of capacity, the notification shows that the resource has 6 hours that are not scheduled. - Agent Type 81 - Force Start Approval Flow to Status For Approval If Approval Flow is Enabled
Use Agent Type 81 - Force Start Approval Flow to Status For Approval If Approval Flow is Enabled to automatically send all time entries for approval, provided that there is an active approval flow for time entries, and that the user who performs the time entries (Role 1) is not required to approve them as defined in the approval setup (). If you use this agent, users are not required to manually send their time entries for approval. If you do not need to send time entries for approval more than once a day, use System Variable 807 (Automatically Set Time Entries to Status-20 - For Approval Once per Day) instead of this agent. - Agent Type 83 - Ticket Import from Mail
Use Agent Type 83 - Ticket Import from Mail to create tickets on jobs based on imported emails from a specific mailbox. Agent Type 83 monitors the mailbox that you specify on the Parameters tab and creates a ticket based on the email subject, body, and attachments. This agent uses the email subject as the ticket name, the email body as the briefing, and the resource that matches the email address as the ticket author. After the agent has determined the ticket author, WorkBook checks the default ticket support job setup for the client that is associated with the ticket author and creates the ticket under that job. If WorkBook cannot find a match for the email address, the agent cannot create the ticket. - Agent Type 84 - Notification: Time Entry Check List for the Last 30 Days
Use Agent Type 84 - Notification: Time Entry Check List for The Last 30 Days to notify managers or timesheet approvers if employees entered enough hours based on their capacity profiles for the last 30 days. From the inbox, a manager can view the information by day, week, or month. To include an employee in the notification, you must select the option User Must Enter Time Sheet on the Employee Basic Setting tab of the resource card for that employee. - Agent Type 85 - Notification: Project Entries Ready for Posting
Use Agent Type 85 - Notification: Project Entries Ready for Posting to send notifications about project entries that are ready for posting to the user who is specified in the Company Responsible or Finance Responsible field on the Basic Settings tab of the Company information pane/card (). If no user is defined in the Finance Responsible field, the agent sends the notification to the user who is defined in the Company Responsible field. The notification contains the entire project posting window so that the user can complete the postings directly from their WorkBook inbox. - Agent Type 86 - Notification: Sales Invoices Ready for Electronic Transfer
Use Agent Type 86 - Notification: Sales Invoices Ready for Electronic Transfer to send notifications about sales invoices that are ready for electronic transfer to the user who is specified in the Company Responsible or Finance Responsible field on the Basic Settings tab of the Company information pane/card (). If no user is defined in the Finance Responsible field, the agent sends the notification to the user who is defined in the Company Responsible field. The user can complete the transfers from the notification. - Agent Type 87 - Notification: Invoices Approved and Ready to be Closed, Invoice Management
Use Agent Type 87: Notification: Invoices Approved and Ready to be Closed, Invoice Management to notify users about invoices whose status has changed to Ready to be Invoiced. This agent also provides users with multiple functions to complete the invoicing. - Agent Type 88 - Notification: Job with Missing Dimension Settings
Use Agent Type 88 - Notification: Job with Missing Dimension Settings to notify Project Panagers about jobs that are missing required dimension settings. Project Managers can then add the missing dimension settings from the notification. - Agent Type 89 - Notification: Incomplete Time Entry
Use Agent Type 89 - Notification: Incomplete Time Entry to send notifications to users when they have incomplete timesheet entries. This notification provides users with a list of dates and registered hours. - Agent Type 90 - Notification: Sales Invoices Ready to Be Printed or Emailed
Use the following information to run Agent Type 90 - Notification: Sales Invoices Ready to Be Printed or Emailed. - Agent Type 91 - Notification: Debtors with Due Payment
Use Agent Type 91 - Notification: Debtors with Due Payment to send notifications about debtors who have outstanding payments that are due. This agent sends the notification to the Poject Manager, to the user who is specified in the Responsible field on the Invoice tab of the job card, and to the user who is specified in the Company Responsible or Finance Responsible field on the Basic Settings tab of the Company information pane/card. - Agent Type 92 - Notification: Subscription Agreements Ready for Billing
Use Agent Type 92 - Notification: Subscription Agreements Ready for Billing to notify the user who is responsible for a Company's subscription agreements about subscriptions that have reached their next invoice dates. The user can then issue a new invoice from the notification. If no user is set as responsible for the Company's subscription agreements, the agent sends the notification to the client Account Manager. The agent also notifies the user who is specified in the Company Responsible or Finance Responsible field on the Basic Settings tab of the Company information pane/card. - Agent Type 93 - Support Ticket Summary
Use Agent Type 93 - Support Ticket Summary to send notifications about open support tickets to the users who created the tickets. - Agent Type 94 - Email Report as PDF
Use Agent Type 94 - Email Report as PDF to email reports as PDF files to users. - Agent Type 95 - Close Imported Calendar Appointments once They Expire
Use Agent Type 95 - Close Imported Calendar Appointments once They Expire to mark tasks that were created by imported calendar entries using the Calendar Sync function, and that have passed their end dates, as Done. This agent only sets tasks from previous days to Done because it does not take appointment times into account, only the end dates of the tasks. - Agent Type 97 - Missing Approval Summary
Use Agent Type 97 - Missing Approval Summary to send notifications about the items that are waiting for your approval. - Agent Type 98 - Job Hours Check. Total Time Entry Hours Exceeds X% of Approved Price Quote
Use Task Agent Type 98 - Job Hours Check: Total Time Entry Hours Exceed X% of Approved Price Quote to send notifications to Project Managers when the time entry hours on a job exceed a threshold percentage of the hours on an approved Price Quote (PQ). - Agent Type 99 - Mail Archive Agent
Use Agent Type 99 - Mail Archive Agent to import emails and automatically archive them directly to a job, resource, pipeline, debtor/creditor account, or task. If you have multiple targets, you must set up multiple instances of this agent. - Agent Type 100 - Storage Scanner
Use Agent Type 100 - Storage Scanner to ensure that all clients and jobs have their corresponding folders by automatically creating the folders without requiring manual checks. - Agent Type 102 - Job Schedule Check. Total Used Hours Exceeds X% of Scheduled Hours
Use Agent Type 102 - Job Schedule Check. Total Used Hours Exceeds X% of Scheduled Hours to send notifications to Project Managers when the total used hours exceeds a threshold percentage of the scheduled hours on a job. - Agent Type 103 - Notification: Price Quote Payment Scheme Send Simple Reminder
Use Agent Type 103 - Notification: Price Quote Payment Scheme Send Simple Reminder to send notifications within job conversations when the current date reaches the next invoice date as specified in the billing plan of the job Price Quote (PQ). - Agent Type 104 - Support Ticket Mail Notification: You Have Open Support Tickets
Use Agent Type 104 - Support Ticket Mail Notification: You Have Open Support Tickets to send email notifications when there are open support tickets in your WorkBook system. The agent sends this notification to contacts as defined in the agent parameters. - Agent Type 105 - Task Booking. Try Update Resource Capacity Booking if More Hours are Needed
Use Agent Type 105 - Task Booking. Try Update Resource Capacity Booking if More Hours are Needed to check all open bookings where Hours not Booked is set. This agent then performs automatic bookings to try to get the hours booked. If you run this agent on a regular basis, it creates bookings as needed. - Agent Type 108 - Calendar Booking, Stacking Task Agreements Based on the User's Meeting Time
Use Agent Type 108 - Calendar Booking, Stacking Task Agreements Based on the User's Meeting Time to reorder bookings without a specific time or date (any automatic or manual task bookings, excluding imported calendar entries and similar items) so that they do not overlap in the calendar. - Agent Type 109 - Notification when Debtor Invoices are Paid
Use Agent Type 109 - Notification when Debtor Invoices are Paid to automatically send notifications when invoices have received payments, including partial payments. The notification about partial payments also includes the new remainder. - Agent Type 112 - Execute Stored Procedure
Use Agent Type 112 - Execute Stored Procedure to execute a stored procedure in WorkBook. This agent looks in the AgentSetupSP table in the WorkBook database and runs any stored procedure from this location. - Agent Type 113 - Job End Date Auto-Update to Maximum Task End Date If this Is Newer
Use Agent Type 113 - Job End Date Auto-Update to Maximum Task End Date If this Is Newer to automatically update a job's end date so that it matches the maximum end date on the task if the task end date is newer than the date that was set on the job. - Agent Type 114 - Voucher Hot IMAP Agent
Use Agent Type 114 - Voucher Hot IMAP Agent to import file attachments from an external email account to WorkBook (Creditor Invoice Management). - Agent Type 115 - Push User-Created Reminders Out
Use Agent Type 115 - Push User-Created Reminders Out to send reminders that users create in WorkBook. This agent creates the reminder as a new message in the conversation. - Agent Type 116 - Notify Job PM and Task Responsible of Milestone If a Task is Passed
Use Agent Type 116 - Notify Job PM and Task Responsible of Milestone If a Task is Passed to automatically add a comment to a task when a milestone task has gone beyond its end date. This comment appears to have been added by the Task Responsible and reads as follows: This milestone is passed xxxx-xx-xx. You can customize the text using the agent parameters. - Agent Type 117 - Automatically Update Price Quote Status on Closed Jobs
Use Agent Type 117 - Automatically Update Price Quote Status on Closed Jobs to automatically change the status of any Price Quotes (PQs) that were left open on closed jobs. This ensures that no open PQs remain on jobs that have long been closed and helps maintain a well organized PQ overview. - Agent Type 118 - Mail Import Public Agent
Use Agent Type 118 - Mail Import Public Agent to import email messages from external email systems into WorkBook. - Agent Type 119 - Pipeline Forecast Snapshot Agent
Use Agent Type 119 - Pipeline Forecast Snapshot Agent to take a snapshot of the current data within the 12-month summary forecast and save it to the database. - Agent Type 120 - Task Resource Booking Approval Flow, Notify Traffic Manager
Use Agent Type 120 - Task Resource Booking Approval Flow, Notify Traffic Manager to notify the employee Traffic Manager via email every time that a booking is submitted for approval. - Agent Type 124 - Task Predecessor Notification
Use Agent Type 124 - Task Predecessor Notification to automatically create a conversation for the next task in line. - Agent Type 125 - Group Scheduling Resource Recalculation V2
Use Agent Type 125 - Group Scheduling Resource Recalculation V2 to recalculate the capacity for all group-scheduling resources. This agent goes through all of the bookings made on resources that are connected to the group-scheduling resource and updates the capacity accordingly. - Agent Type 126 - Inbox Auto-Import Agent
Use Agent Type 126 - Inbox Auto-Import Agent to import email messages from a user's external email address into Workbook. - Agent Type 130 - Cache Storage Cleanup Agent
Use Agent Type 130 - Cache Storage Cleanup Agent to periodically clear the cache subfolder of your selected temporary storage service. - Agent Type 131 - Approval Email Notification with Link to Items
Use Agent Type 131 - Approval Email Notification with Link to Items to send an email notification to approvers including links to items that they need to approve. - Agent Type 132 - Calendar Worker V9 Engine
Use Agent Type 132 - Calendar Worker V9 Engine to automatically perform calendar synchronizations. - Agent Type 134 - Resource Picture Agent
Use Agent Type 134 - Resource Picture Agent to import images from Gravatar and add them to resource profiles as profile pictured. This agent only importd images if the email address used in WorkBook is the same as the email address used on Gravatar. - Agent Type 141 - Automatic WIP Adjustment
Use Agent Type 141 - Automatic WIP Adjustment to automatically reset the WIP value of jobs to zero. - Agent Type 143 - Job Teams Clean-up
Use Agent Type 143 - Job Teams Clean-up to remove all resources that are not connected to any job. - Agent Type 142 - Documents Index Agent
Use Agent Type 142 - Documents Index Agent to scan and index all documents in the Storage Providers. This agent finds .TXT, .PDF, .DOC, and .DOCX files that are under 2 MB and places them into a table in the database. You can then search for these files using WorkBook's Document Search function. - Agent Type 144 - Notification: Purchase Orders Partially Settled
Use Agent Type 144 - Notification: Purchase Orders Partially Settled to send notifications about partially-settled Purchase Orders (POs) to the Purchase Order Responsible specified on the PO. - Agent Type 145 - Databoard Export
Use Agent Type 145 - Databoard Export to perform multiple databoard exports directly to a file destination that you set or to a specific database table. THis agent exports all scheduled databoards using the settings specified in . - Agent Type 146 - Notification: Resource Required Approval
Use Agent Type 146 - Notification: Resource Required Approval to send a reminder to the Inbox of approvers when new resources need their approvals. - Agent Type 147 - Notification: Resource Required Follow-Up
Use Agent Type 147 - Notification: Resource Required Follow-Up to send a notification detailing any missing information to the Inboxes of selected approvers when a new resource is being set up. This also gives approvers the chance to approve or reject the resource. - Agent Type 148 - Notification: Exp. Hours Exceed PQ Hours on Retainer Project
Use Agent Type 148 - Notification: Exp. Hours Exceed PQ Hours on Retainer Project to send a notification to the Project Manager when the hours on a project retainer job exceed the hours in the approved Price Quote (PQ). - Agent Type 149 - Notification: Users with No Login for the Last 30 Days
Use Agent Type 149 - Notification: Users with No Login for the Last 30 Days to send selected users a notification containing a list of users who have not logged in to WorkBook in the last 30 days. - Agent Type 150 - Booking Defragmentation
Use Agent Type 150 - Booking Defragmentation to reorder overlapping automatic bookings. - Agent Type 151 - ProofHQ with Exceeded Revisions
Use Agent Type 151 - ProofHQ with Exceeded Revisions to provide users with an overview of the jobs that are connected with ProofHQ where the number of allowed revisions is exceeded. - Agent Type 153 - Notification: Net Revenue Forecast for Approval
Use Agent Type 153 - Notification: Net Revenue Forecast for Approval to send a notification to approvers when a revenue forecast needs their approval. - Agent Type 154 - Notification: Tasks with Missing Activity
Use Agent Type 154 - Notification: Tasks with Missing Activity to send a notification to the resource who is responsible for a task that does not have any activity set for it. - Agent Type 157 - Save Booking Information
Use Agent Type 157 - Save Booking Information to take a snapshot of the booking data and store it in the database. - Agent Type 158: Recalculate and Store Booking Information
Use Agent Type 158 - Recalculate and Store Booking Information to take a snapshot of booking data and store it in the database. - Agent Type 159 - ProofHQ Proofs not Related to a Job
Use Agent Type 159 - ProofHQ Proofs not Related to a Job to provide users with an overview of all Proofs that are not yet associated with a WorkBook job. - Agent Type 161 - Notification: Rejected Entries
Use Agent Type 161 - Rejected Entries to provide users with an overview of all rejected entries. - Agent Type 162: Clean Up Empty Approval Notifications
Use Agent Type 162 - Clean Up Empty Approval Notifications to ensure that an approver's WorkBook inbox does not contain any empty approval notifications. - Agent Type 163 - Notification: Payment Method Changes
Use Agent Type 163 - Notification: Payment Method Changes to start a conversation with the user who is responsible for the Company if there any changes are made to the Payment Methods for Sales Invoices. - Agent Type 164: Add Employees with Client Access to Job Teams
Use Agent Type 164 - Add Employees with Client Access to Job to add resources who have client access to the job teams that are assigned to jobs. - Agent Type 165 - ProofHQ Cleanup
Use Agent Type 165 - ProofHQ Cleanup to ensure that all archived and/or locked Proofs that are more than one year old are removed to free up space. - Agent Type 168 - Automatically Block Inactive Creditors
Use Agent Type 168 - Automatically Block Inactive Creditors to automatically block creditors that did not have new transactions in the last six months. A transaction results from a manual journal or from a creditor invoice. - Agent Type 172 - Notification: Missing Time Tracking
Use Agent Type 172 - Notification: Missing Time Tracking to notify users that they must track time in their whereabout entries according to their timesheets. - Agent Type 183 - Batch Invoice Creation
Use Agent Type 183 - Batch Invoice Creation to schedule batch invoices.
Parent Topic: Agent Setup