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BalansixPractice Management

Why was the next recurring task not created?

Troubleshoot missing recurring work in Balansix by checking the client service, period, completion state, recurrence and task ownership.

Practice Management
Short answerWhat to checkWhy it happensStepsFAQs

Short answer

A recurring task depends on the client’s service and workflow setup and the completion and roll-forward rule for the prior period. Check the service is active, the prior task reached the correct completion state and the next period is within the recurrence setup.

What to check first

Work through these before changing the accounting recordConfirm the client service is active.Review the recurrence and frequency and relevant period dates.Check the prior task is genuinely completed rather than only marked in progress or review.Confirm the service has not been ended or paused.Check whether the next task already exists under another period or filter.

Why this happens

Recurring work should be generated from the client’s service and completion rules, not copied manually each period. That keeps deadlines connected to the agreed service and reduces duplicate or missing jobs.

Steps to resolve it

  1. Open the client’s service or engagement setup.
  2. Confirm frequency and next expected period.
  3. Review the current task’s completion status and any required finalisation step.
  4. Search the task list without restrictive owner or status filters.
  5. If the configuration is correct and no next task exists, record the client, service, completed period and expected next period for support.

What to avoid

Keep the audit trail intact. Do not create a second manual recurring task until you have checked whether the expected task already exists but is hidden by a filter.

Frequently asked questions

Does completing a task always create the next one?

It depends on the service and workflow configuration. Recurring work should roll forward according to the defined recurrence and completion rules.

Could a filter make the task look missing?

Yes. Owner, status, date and client filters can hide a task that already exists.

What should I send support if rollover fails?

Provide the client, service, completed period, completion time and status and the next period you expected to be created.

Still need help?

Contact Balansix Support with the client, module, period, what you expected and what happened. Avoid sending passwords or unrelated client secrets.