Reminders

Transactions > Recurring transactions > Reminders

You can use your AccountEdge software to remind you on, or before, the scheduled date of a recurring transaction. If you use this option, your AccountEdge software checks the reminder dates each time you open your company file.

When a recurring transaction is due (or overdue), the Reminders window appears.

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.

▪	Recurring transactions

▪	Recording recurring transactions

Top of page