Recurring transaction reminders

https://help.myob.com/wiki/x/l5eyAQ

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

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 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.

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.

FAQs

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.

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