When every client has different deadlines, keeping track of them can be difficult. Linking recurring tasks in Uku to client date fields ensures that no important deadline is missed.
👉 If the date on the client card changes, the recurring task start date will automatically adjust.
Below are some real-life examples of how to use this:
AML/KYC reviews
AML/KYC obligations require that client data is reviewed regularly. However, not all clients need to be reviewed at the same time.
👉 By linking a recurring task to the client’s review date, you’ll get a reminder at exactly the right time.
There’s no limit to the number of tasks – you can link the task start date, for example, to:
the beneficial owner’s date of birth,
the expiry date of the beneficial owner’s ID document,
the representative’s date of birth,
the expiry date of the representative’s authorization, etc.
👉 We recommend using a common Topic for such tasks, e.g. AML or KYC, so you can conveniently keep them together.
Annual reports
A company’s financial year may not coincide with the calendar year. This means each client’s reporting deadline can be different.
👉 By linking a recurring task to the client’s financial year-end date, report preparation tasks will always appear at the right time.
In addition, you can link the task start date to other important deadlines, such as:
the auditor appointment date,
the previous report’s submission date (to double-check the new one is filed on time),
the board member’s report signing deadline.
Address service renewal
The address service is tied to a client-specific annual period, which often doesn’t start in January. Tracking these deadlines manually can be complicated.
👉 By linking a recurring task to the client’s service expiry date, Uku will remind you when it’s time to renew.
Practical examples of dates to start a task from:
service contract end date,
payment date for the service,
deadline for updating the registered address in the business registry,
renewal payment date for the address service.
How to set it up?
Open the recurring task settings.
In the start date field, select Custom field.
Choose which client date field the task should start from.
Save.
👉 If the date on the client card changes, the recurring task start date will automatically adjust.