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You can choose to be reminded on, or before, the scheduled date of a 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.

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.

The Reminders List window only appears when you open your company file. If you close the window, you'll need to sign on to your company file again to view it.


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.