About Jobs
Jobs in ACE allow users to automate actions for one or multiple accounts based on specific schedules or on-demand requests. These jobs are instrumental in streamlining workflow processes. To access Jobs:
Navigate to Utilities → Jobs.
Below is a list of default jobs in ACE along with their descriptions:
Label | Description |
|---|---|
ETL-Load | This job runs a manual ETL Load. |
Payment System-Exports and Settlements | Do not Delete- This job runs two payment system tasks (Payment Exports and Settlements) for Credit Card and ACH processing. |
Account Manager | This job runs the Account Manager Actions. |
Client Invoicing | This job exports client invoices. |
Reset Collector Commissions | This job resets collector commissions. Should run after the agency closes the month. |
Letter Export | This job exports letter files. |
Credit Reporting | This job exports accounts to be sent to the credit bureau. |
Payment System-Payment Plans | Do not Delete- This job runs payment plans for Credit Card and ACH processing. Payment plans execute payment plans scheduled for today. |
Rollback Data Load | This job rolls back a previous placement load. |
Launch Date Triggers | This job checks the system for elapsed dates and executes an action path. |
Job Tasks
Tasks are added to jobs to perform specific functions necessary for workflow management.
Below is a list of common tasks:
Job Task | Description |
|---|---|
Accounting: Invoice Generate | Generates invoices based on the invoice configuration. |
Accounts Documents: Transfer From | Transfers files from a remote server. |
Accounts Documents: Transfer To | Transfers files to a remote server. A separate zip file will be created for each account. File name format will be [prefix][debtID].zip |
ETL: Engine | Extracts, transforms and loads any files matching the mask using the ETL profile specified in the task. |
Report Runner: Client | Generates reports based on clients(s). If no clients are specified then ACE will generate a report for each client. |
Report Runner: Run as User | Generates reports based on the user. |
Workflow: Action Path | Executes an action path across each account that was returned by the selected logic block. |
Job Fields
* Indicates a required field
Field | Description |
|---|---|
Label* | Enter a descriptive name for the job. |
Description | Provide a description of the jobs purpose. |
Schedule* | Choose from the dropdown menu: On Demand or Schedule. |
Last Run Status | Updates when the job was last ran. |
Message Count | Updates from the job history. |
Last Run | Updates from the job history. |
Notify on Error | Check this box if necessary. |
Notify on Complete | Check this box if necessary. |
Notify List | Enter email addresses for those who wish to be notified for Job Error or Job Completion. |
Run Exclusively | This checkbox is recommended for running important jobs that require high performance. |
Rerun on Misfire | Typically checked, reruns the job on Misfire. |
Log Task Time | If this is checked, a log entry will be created containing the duration of each task. |
Active | Defaults to checked. If unchecked the job will not run as scheduled. |
Action Buttons: Last Log, Logs, Run |
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Add Task | Choose a task from the dropdown list, then click add. |
Job Task Fields
Depending on the Task(s) selected, various fields may need to be completed. For example, the table below provides details on the specific fields associated with each task.
Job Task | Description | Fields |
|---|---|---|
Payment System: Payment plans | Process all pending payment system transactions. |
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ETL: Engine | Extracts, transforms and loads any files matching a mask. |
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Account Documents: Transfer From | Transfers files from a remote server. |
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