What Are We Trying to Accomplish?
The Set Reminder action allows you, the accountant, to set a reminder on an invoice in order to revisit it at a later date for a review or a correction. This article will discuss how to create, update, and delete reminders from your view.
- Available for: Awaiting Receipt and Mismatched views
Where Can I See It?
Invoices with reminders will be represented with the clock icon
When the reminder date and time has arrived, the invoice will appear at the top of the list and all text will appear in bold for you to review. Once you have clicked the invoice, the text should be unbolded the next time the screen is refreshed.
How Do I Do It?
Setting a Reminder
1) Click the blue lightning bolt dropdown on the invoice
2) Select Set Reminder
3) Enter the Remind Date and the Remind Time and click the Set Reminder button
Updating or Deleting a Reminder
1) Click the clock icon on the invoice where you want to update or delete the reminder
a) To delete, click the Delete Reminder button
b) To update, enter the updated date and time and click the Update Reminder button