CenterPoint^® Fund Accounting - Conditional Balance Reminders

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Reminders Video - Duration: 9 min 45 sec

About Reminders Document

Scheduled Reminders Document

Payable Reminders Document

Receivable Reminders Document

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The Conditional Balance Reminder applies a filter to a specific condition that can then display a reminder only when the condition is met. 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.

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Create a Conditional Balance 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 that will display in the Message column in the Reminders Due window when this reminder is due.
4. In the Type box, select Conditional Balance Reminders.

5. In the Description box, enter a detailed description about the reminder.
6. Click the Conditional tab.
7. Under Select a Filter, select a filter to apply a condition to, for example, select Name or Account. Accounts can easily be moved from Available to Selected, using the green arrow buttons.
8. Under Define Filter Criteria, select the Account for this reminder.
9. Click Add Filter.
10. 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 > Sales > Receipts or Processes > Purchases > Pay Invoices due or Reports > Reports for a Conditional reminder that is due.
11. Click Save to save the reminder and return to the List tab, or click Close to save the reminder and close the Reminders screen.

Document: 3071

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