Scheduled jobs
Some of Journey's work isn't triggered by anything you do: it happens on a clock, in the background, so that routine follow-ups and housekeeping keep happening whether or not anyone remembers them. You don't start these jobs and you won't see them run; they're listed here so that when a client gets a reminder or a number quietly stays in sync, you know what's behind it.
The jobs
| Job | What it does | Who it reaches |
|---|---|---|
| Recurring task spawning | Creates the next occurrence of each recurring task on its schedule. | Creates work; the assignee is notified as normal. |
| Payment reminders | Chases outstanding invoices on a schedule, and escalates ones that stay unpaid. | Reminder emails to the client. |
| Client to-do reminders | Nudges clients whose to-do has gone past its due date. Throttled to once every three days per to-do, so a lingering item never emails daily. | In-app and email to the client, when an email is on file. |
| Sales-tax period opening | Opens each enrolled client's new period and sends them their form. | Email to the client, with a no-login submission link. |
| Sales-tax nudges | Reminds clients who have not yet submitted their figures. | Email to the client. |
| Sales-tax escalation | Flags sales-tax items that are overdue or stuck. | An in-app alert to the assigned staff member. |
| Status updates | Sends clients periodic summaries of where their returns and requests stand. | Email to the client. |
| Stale and overdue returns | Fires the "return goes stale" and "return becomes overdue" workflow rules. | Whatever your own rules do. See workflow rules. |
| Tax-year rollover | Opens the new tax year. See rollover. | Creates records; sends nothing. |
| Monthly AI credits | Grants each firm its plan allowance and rolls a third of the unused balance into a bucket that does not expire. | Billing only; no notifications. |
| Seasonal seat warning | Warns owners in late April that the seasonal-seat window is closing, so over-cap seasonal seats return to the full rate on May 1. | In-app alert to firm owners. |
| Document export builds and cleanup | Prepares document export bundles and removes expired ones. | Runs in the background only. |
Housekeeping jobs also run that you will never see: pruning old audit and job-run records, refreshing cached figures, and health checks.
The staff-email rule applies here too
The same principle from Notifications holds for these background jobs: they don't email your staff. Anything staff-facing (an escalation, a review flag) arrives as an in-app bell notification. The client-facing jobs, like payment reminders, sales-tax nudges, and status updates, do email the client, because reaching the client is the whole point of them.
Two things that do not run, despite appearing to
There was an onboarding check-in job that emailed firm owners a recap during their first month on Journey. It has been turned off, in keeping with the staff-email rule, so it no longer sends anything. It is mentioned here only so that if you were expecting those emails, you know their absence is intentional.
Seat reconciliation, which would keep your billed staff-seat count in step with who is actually active, is built but is not currently scheduled. In practice that means seats above your plan cap are not being billed. This page previously listed it as running, which was wrong.
Timing
Scheduled jobs run on a fixed cadence, typically once a day. Where a client-facing reminder has a frequency you can set (payment reminders, for example), it follows the schedule you've configured rather than a fixed one.