Due dates ensure your accounting deadlines are tracked automatically. Uku calculates due dates based on task recurrence patterns and your firm's working calendar, handling weekends and holidays according to your preferences.
Understanding Due Dates in Uku
Due dates in Uku work differently depending on whether you're creating a one-time task or a recurring task. Single tasks use simple calendar-based deadlines, while recurring tasks can calculate due dates dynamically based on the billing period or task start date.
Important: For recurring tasks, always set the recurrence first, then configure the due date. The due date options change based on your selected recurrence pattern.
Setting Due Dates for Single Tasks
Single tasks use straightforward deadline selection.
Create or open a task
Click on the Due date field
Select your desired date from the calendar
Optionally, add a specific time when the task should be completed
Save the task
The current date appears by default. Change it by selecting any date from the calendar or typing the date manually
Setting Due Dates for Recurring Tasks
Recurring tasks offer advanced due date options that adapt to each task instance automatically.
Monthly Recurrence Due Dates
Monthly recurring tasks provide the most flexibility for accounting work.
Create a task and set monthly recurrence first
Click on the Due date field
Choose your calculation method:
Option A: Specific Date
Select a day of the month (e.g., 15th)
Choose behavior for weekends/holidays:
Before - Move deadline earlier if it falls on a day off
After - Move deadline later if it falls on a day off
Exact - Keep the date regardless of weekends
Option B: Plus Days Calculation
Set due date as number of days after a reference point
Choose reference point:
From start of task - Counts from when the task appears
From beginning of month - Counts from the 1st of the month
Select which days to count:
Monday to Friday, excluding public holidays (most common)
Monday to Friday, including public holidays
All days (calendar days)
4. Save your settings
Example: For VAT return tasks due 20 business days after month-end, set recurrence as monthly, then choose "From beginning of month" with "20 days" using "Monday to Friday, excluding public holidays."
Weekly Recurrence Due Dates
Weekly tasks have simpler due date options since they're tied to specific weekdays.
Set weekly recurrence
Select the day of the week for the task
Add a specific time for the deadline (e.g., 5:00 PM)
Save your settings
Weekly tasks cannot automatically move to different days if they fall on holidays. You'll need to reschedule these tasks manually.
Quarterly Recurrence Due Dates
Quarterly tasks offer the same flexibility as monthly tasks but occur every three months.
Set quarterly recurrence
Click on the Due date field
Choose your month (first, second, or third month of quarter)
Select calculation method:
Specific date with before/after day-off rules
Plus days from start date or beginning of quarter
Add time if needed
Save your settings
Annual Recurrence Due Dates
Annual tasks support all due date options.
Set yearly recurrence
Select the month
Choose the date using either:
Specific date with day-off handling
Plus days calculation from reference point
Set counting rules (business days vs calendar days)
Add time if needed
Save your settings
Task End Dates for Recurring Tasks
Control when recurring tasks should stop appearing on your dashboard.
Open a recurring task
Navigate to the recurrence settings
Set an End date for the recurrence
Save the changes
Use case: Monthly bookkeeping tasks for a client contract that runs from January 2025 to September 2025.
Troubleshooting
Q: My recurring task's due date isn't calculating correctly
A: Check that you've set the recurrence pattern first, then configure the due date. The due date options change based on recurrence type.
Q: Tasks are appearing on weekends when they shouldn't
A: Edit the task's due date settings and select "Monday to Friday, excluding public holidays" in the counting rules.
Q: I want tasks due 20 business days after month-end, but they're calculating wrong
A: Use "From beginning of month" with "30-35 days" (depending on the month length) and select "Monday to Friday, excluding public holidays."
Q: Can I set different due date rules for different clients?
A: Yes, create separate templates or client plans for each client with different due date configurations.
Q: The task appears too early on my dashboard
A: Check the task's start date, repeat from date and recurrence settings. Adjust the start date calculation to make tasks appear closer to their due date.
Q: How do I handle tasks that need to be done by the 20th or earlier if the 20th is a weekend?
A: Use specific date selection (20th) with the "Before" option to automatically move weekend deadlines to the preceding Friday.