CenterPoint® Fund Accounting - Scheduled Reminders

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Reminders Video - Duration: 9 min 45 sec

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Conditional Balance Reminders Document

Payable Reminders Document

Receivable Reminders Document

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Scheduled reminders can be activated once, daily, weekly, or monthly. For example, if you'd like the system to remind you to post a recurring batch of automatic withdrawal transactions, you would set that reminder up as a scheduled reminder on the date they are withdrawn. The Scheduled Reminder can be set to automatically perform an action when a reminder is due.

Create a Scheduled 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 Scheduled Reminders. In the Description box, enter a details about the reminder.
  5. Click the Scheduled tab.

  1. Under Reminder Details, 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 > Batch Transactions when this scheduled reminder is due.
  2. In the Activate this Reminder box, select the frequency that you want this reminder activated for; Once, Daily, Weekly, or Monthly.
  3. Depending on the option selected in the Activate this Reminder box, complete the additional details requested. Such as, Alert on a Day of the Month, Run Every # weeks, Display Reminder only on this date, etc.

  4. If Daily or Monthly is selected in the Activate this Reminder box, the Select All/Unselect All button can be used to help select the days/months the reminder is activated.

  5. 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: 3070

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