Use filters with Services
You can apply filters in two places within Services:
Automatic services
When using an automatic service, you can apply a filter to the entire service in the General tab.
The New client take on service in Senta is an automatic service thatis filtered to the state of Client. This means that only clients who have Client selected as their State, will have this service and any associated jobs.
Add a filter to an automatic service:
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Go to General > Add filter.
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Choose the field from the field picker.
Jobs within the Service
Go to the Jobs tab to view all jobs associated with the service. You can add filters to each one, which is useful if you have jobs running at different frequencies.
Add a filter to a job within a service:
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Go to the required job to and select Add filter.
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From the field picker, select Bookkeeping frequency from the Bookkeeping details form section.
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Select the relevant values.
The job will kick off for a client if they have the Bookkeeping service turned on, and they have Weekly or Weekly + monthly selected as their Bookkeeping frequency.
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Select Add job to add more jobs.
Choose how far ahead jobs will show
For repeating jobs, you can choose how far ahead to show them.
The default date offsets are relative to the job date:
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Annual jobs : -3m
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Quarterly jobs: -1m
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Monthly jobs: -1m
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Weekly jobs: -1w
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Daily jobs: -1d
You can manually override this date offset in the field below the filters.