Reminding all users on recurring transactions
A new option is available on recurring transactions allowing you the option to remind a specific user or all users about a pending recurring transaction.
1
|
Go to the Lists menu and select Recurring Transactions. The Recurring Transaction List window appears.
|
2
|
Select the recurring transaction you want to edit and click Edit Schedule. The Edit Recurring Schedule window appears.
|
3
|
If you want a reminder to appear to all users when the company file is opened, select Remind All Users to record this transaction__.
|
Select whether you want a reminder to appear on its due date or in a number of days in advance. If you don’t want to receive a reminder for all users, select Never.
4
|
Click Save.
|