Financial Cents checks for eligible recurring projects every hour and automatically creates the next instance. You do not need to do anything after the trigger condition is met — the job runs in the background on a fixed schedule.
When the next project is created
The exact timing depends on which type of recurrence you are using.
Default recurring projects fire when either of these happens:
The project is marked completed or closed
The project becomes overdue (its due date passes)
Once either condition is met, the next recurring project is created within 1 hour. The job runs hourly, so the actual wait is up to 60 minutes from the moment the trigger fires.
Custom recurring projects fire on the schedule you set in the Recurring field when the project was created. The project is created up to 60 minutes after the scheduled recurrence date arrives.
ℹ️Heads up! Custom recurring projects have a 3-hour minimum wait from when a new recurrence is first created before it can fire again. This prevents a project from immediately re-cloning itself the same hour it was just created.
What controls the timing
Recurrence type | What triggers it | Job schedule |
Default | Project closed/completed, or due date passes | Runs hourly |
Custom |
| Runs hourly |
The schedule is fixed. You cannot speed up or delay a single recurrence outside of changing the project settings.
Edge cases
The project is a template. Financial Cents skips templates entirely. Neither the default nor custom recurrence job processes projects marked as templates.
The project is deleted. Deleted projects are permanently excluded. A deleted recurring project will not spawn a new instance.
The firm's subscription is inactive. Recurring project creation requires an active Financial Cents subscription. If the account is paused or lapsed, recurrence jobs will skip that firm until the subscription is restored.
The due date was extended. If a project's due date was extended, Financial Cents uses the original due date to evaluate whether the project is overdue for recurrence purposes, not the extended date.