Create and Edit an Accounting Event Manager Event

To create an Accounting Event Manager event:

1. In Automation Desk, click Events, Jobs, Schedule, or Monitor in the left navigation.

2. You can access the Create New Event functionality from multiple workspaces.

3. Click the Create New drop down and select Event or click the Create an Event row at the top of the workspace. 

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4. In the Define dialog box, enter the name, select the Accounting Event Manager as the event type from the drop down, enter a brief description, and click Next.

5. When you create a new Accounting Event Manager event or modify an existing one, you can define some event parameters, such as profile, result format, and the recipients of the results. Other tasks that can be added to the list include Data Transfer and Purge/Archive. To add one of these options to Events, click on an Add button with a green plus sign: