CenterPoint Payroll - About Reminders

Reminders Video- Duration: 9 min 45 sec

 

Document #: 3069 Product: CenterPoint®

 

Reminders can help you keep current with financial and non-financial tasks. Reminders can alert you when Accounts Payable invoices are due, schedule routine backups, alert you when account balances go below a specified amount, and schedule alerts to run recurring batches. Reminders are optional and can be added at any time. Each type of reminder is explained below.

Select Setup > Reminders to create customized reminders. A preference is set in File > Preferences > General > Reminders to manage when reminders are performed on the database; not set, always, never, or only when tasks are due. The preference can be set to check for new preferences at frequency intervals of minutes, hours, or days. Once the preference is set, a Reminder Due screen will display when a reminder becomes due. You can choose to run the task or delete the reminder. Click the Reminders icon on the toolbar and click Check for Reminders to display reminders that are due.

Reminder types are conditional balance reminders, payable and receivable reminders, and scheduled reminders.

Create a Reminder

  1. On the Setup menu, click Reminders.
  2. Click New.
  3. In the Message box, enter up to 50 characters of a required message.
  1. In the Type box, select the appropriate option
    • Payable Reminder: The Payable Reminder will check for Accounts Payable invoices that are due for a specific company either on the payment due date or on a set number of days prior to the due date for specific payable types (credit cards, payroll liabilities, or Accounts Payables.)
    • Conditional Balance Reminder: The Conditional Balance Reminder applies a filter to specific condition that can then display a reminder. For example, if you want to be reminded when a customer's balance is greater than a set dollar amount, or if you want to be reminded that you owe a specific vendor a dollar amount.
    • Scheduled Reminder: The Scheduled Reminder can be set to automatically perform an action when a reminder is due. Scheduled reminders can be activated once, daily, weekly, or monthly.
  2. In the Description box, enter a detailed description about the reminder.
  3. Depending on the reminder type selected in step 4, an additional tab (Payables, Receivables, Conditional, or Scheduled) will be activated. Select the appropriate tab.
  4. Complete the information available for that particular type of reminder.
  1. If you want to automatically perform an action when this reminder is due, click Action, clear the No Action Taken check box and select the menu selection you want to perform. For example, you may want to select Processes > Purchases > Pay Invoices Due for an Accounts Payable reminder that is due.
  2. Click Save to save the reminder and return to the List tab, or click Close to save the reminder and close the Reminders screen.

Deactivate a Reminder

  1. On the Setup menu, click Reminders.
  2. Select an active reminder, right-click and select Deactivate or select an active reminder, click Edit and then clear the Active check box.
  3. Click Save to save the reminder and return to the List tab, or click Close to save the reminder and close the Reminders screen.

Delete a Reminder

  1. On the Setup menu, click Reminders.
  2. Select the reminders you want to delete, and then click Delete.
  3. At the Are you sure you want the item deleted? message, click Yes.

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