Quarterly Reminders

Tony Bradhurst's Avatar

Tony Bradhurst

09 Oct, 2019 05:38 AM

There seems to be no easy way to set up a quarterly reminder. I have done this by setting the Repeat to 91 days, but then, when the bill comes in, I don't seem to be able to alter the due date on the Reminder to reflect what is on the bill. Can someone please clarify?

  1. 1 Posted by derekkent23 on 09 Oct, 2019 07:23 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    The attached screen shot is for a quarterly Transaction Reminder. In my example I can open the reminder a any time before the Auto-Commit date and amend the amount or day.
    If this is not covering your issue just post further details with a screen shot of your Transaction Reminder setting window.

    Hope this helps

  2. 2 Posted by Tony Bradhurst on 09 Oct, 2019 08:54 AM

    Tony Bradhurst's Avatar

    Thanks - looks like I have been using General Reminders, not Transaction Reminders. I will look further into this tomorrow, but assume the problem has been resolved

  3. 3 Posted by derekkent23 on 09 Oct, 2019 09:19 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    Glad I was able to help.

    Have Fun.

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