Hello!
I have recurring tasks that I must do on a monthly basis regardless of whether or not the prior month has been completed. For example, I have to invoice my clients on the first day of the new month regardless if they have sent me everything I need to close the prior month(s).
Is this possible to be done “out of the box” with OF3? If not, is there a suggested method to automate this without having to copy and paste it each month?
Thanks!