Auto-refresh schedules and "Load all sources" on the Import tab

The big Load all sources button on the Import tab, and any auto-refresh schedule you set up below it, do exactly the same thing — one just runs on a timer instead of a click.

What actually runs, and in what order

Every run goes through the same five steps, in this order:

1. IC Dump (live SQL) — this also sets which period everything else scopes to.
2. IC Confirm amounts (SQL) — refreshes amounts on confirms that are still New or Reject; Pending/Approved confirms are left alone.
3. Approval outcomes (Dataverse) — pulls in any approvals or rejections that have come back.
4. Sync to Dataverse — pushes LOOP's current confirms and mappings back out.
5. Unposted AP (SQL).

Unposted JE is never part of this sequence — it's an Excel upload only, so you load it separately, further down the Import tab, whenever you have a new file.

Schedules

• Add a schedule (interval within a time window, or specific times of day, optionally limited to certain days) and it runs the exact same five steps above on its own while the app is running.
• Every scheduled run switches the loaded period to whatever the current period is — so if you were deliberately looking at an older cached period, a scheduled run will flip you back to current.
• Use the Load all sources button only when you need the refresh sooner than the next scheduled run — it doesn't do anything different, it just does it now.

One legacy exception

The Refresh status from SharePoint button on the Import tab is not part of this sequence — that flow has been retired in favor of Dataverse and only runs if you click it yourself.