CenterPoint® Fund Accounting - Payable Reminders

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Reminders Video - Duration: 9 min 45 sec

About Reminders Document

Scheduled Reminders Document

Conditional Balance Reminders Document

Receivable Reminders Document

View or Print as PDF for CenterPoint Accounting and CenterPoint Accounting for Agriculture

View or Print as PDF for CenterPoint Fund Accounting

The Payable Reminder will check for Accounts Payable invoices that are due for a specific company/fund 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).

Create a Payables Due Reminder

The Payable Reminder will check for Accounts Payable invoices that are due for a specific company/fund 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.)

  1. On the Setup menu, click Reminders.
  2. Click New.
  3. In the Message box, enter up to 50 characters of a required message.
  4. In the Type box, select Payable Reminder.
  5. In the Description box, enter a detailed description about the reminder.
  6. Click the Payables tab.

  1. Under Remind that Payments are Due, select On Due Date to be reminded when an Accounts Payable invoice is due, or select Prior To Due Date to be reminded prior to when Accounts Payable Invoices are Due. 
    • If you selected Prior To Due Date, enter the number of days prior to when Accounts Payable invoices are due that you want to be reminded.
  1. Under Create Reminder for these Payable Types, select the type of Accounts Payables you want to be reminded for.
  2. In the Company/Fund box, click and select the company/fund you want this reminder to display for.
  3. 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 > Expenditures > Pay Invoices Due for an Accounts Payable reminder that is due.
  4. 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: 3073

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