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Recurring transaction reminders

When you set up recurring transactions, you can choose to be reminded on, or before, the scheduled date of the recurring transaction—see Specify an alert option. If you use this option and you're the user specified in the alert options, the Reminders List window appears when you open your company file, when a recurring transaction is due (or overdue).

todolistreminder

The options available in this window depend on the status of the selected recurring transaction (if more than one is showing). For example, if the selected transaction has a due date of today or is overdue, the Remind Tomorrow and Remind When Due buttons are not available.

The reminder options are outlined below.

Click...

If...

Skip This Period

You don’t want to record the transaction this period.

The reminder is removed from the list.

Remind Tomorrow

You don’t want to record the transaction today, but want to be reminded tomorrow.

Remind When Due

You don’t want to record the transaction today, but want to be reminded when the transaction is next due.

Record

You want to record the transaction now.

If you want to make changes to the transaction, click the zoom arrow to open it.

The Reminders List window appears when the user specified in the alert opens the company file. If you close the window, you'll need to sign on to your company file again to view it.

If you want to see the To Do List when you open your company file (which is different to the Reminders List), there's a preference you can turn on. Go to the Setup menu > Preferences > Windows tab > Display the To Do List when opening your company file.



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