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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, the Reminders List window appears when you open your company file, when a recurring transaction is due (or overdue).

Recurring Transaction - Reminder

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 TomorrowYou don’t want to record the transaction today, but want to be reminded tomorrow.
Remind When DueYou don’t want to record the transaction today, but want to be reminded when the transaction is next due.
RecordYou want to record the transaction now.

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

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The Reminders List window appears when you open 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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titleHow can I check upcoming recurring transaction reminders?

How can I check upcoming recurring transaction reminders?

To see upcoming recurring transaction reminders, click To Do List (along the bottom of any command centre) then click the Recurring Transactions tab. Sort the displayed list by Next Due date by clicking the column heading.

To see the details of a transaction, click its blue zoom arrow.

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titleHow do I change or delete a reminder?

How do I change or delete a reminder?

Reminders are controlled by a recurring transaction's alert settings (Lists menu > Recurring Transactions > click to highlight the recurring transaction > click Edit Schedule button).

In the Alerts section, select when to display a reminder (choose Never to delete the reminder), and choose which AccountRight user the reminder is displayed for.

Recurring schedule information window with alert options highlighted

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If you change any information in the transaction, such as the Recurring Transaction Name or the Next Due date, you'll need to save the transaction and then click the Refresh button in the Reminders List window for these changes to be reflected in the Reminders List.

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Recurring transactions

Setting up recurring transactions

Recording recurring transactions

Deleting a recurring transaction