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Scheduling Diary View Updates

Summary

When you process diary data, PayGlobal creates a transaction in Diary View based on the rules in the selected diary. PayGlobal also updates existing records in Diary View with information from the current database.

You can process a diary in either of the following ways:

  • Manually using the Process Diary Data command.
  • Automatically using PayGlobal Scheduler.
    We recommend using PayGlobal Scheduler to automatically process diary data.

Using Scheduler has the following benefits:

  • Automates diary processing.
  • Saves time.
  • Displays current diary data (for the previous day or as scheduled).
  • Reduces the risk of errors.

Process

To configure Scheduler to process diary data, you need to:

In This Section

Create Diary Scheduling Rules

Attach Diary Scheduling Rules