Using Connected Reminders (Legacy)

Modified on Fri, 19 Nov 2021 at 10:54 AM

NOTE:  The below article describes the Connected Reminders which are now considered a legacy feature.

Connected Reminders for current versions can be found at the following link.

Using Reminders

Reminders are located under the File menu.  This feature is designed to support simple accounting related reminders.  It is unique for each user account but it is not password protected.  Reminders can be set as Recurring or One Time.   

To add a new reminder:

1 Select Reminders from under the File menu to display the following screen.

2 Click Add and select the Type from the pull down menu.  A Recurring reminder is one that will occur more than once while a One Time reminder will occur once only.

3 If Recurring enter the Next Due date, Frequency (Quarterly, Monthly, Semi-Monthly, and Daily), and No Required.

4 Enter the Text of the reminder which will appear when reminder is due

5 Press ENTER or click Save to complete the reminder.

When a reminder is due, it will appear immediately after you have logged in, before any recurring entries.  The Reminder Notification window will appear as shown in the following screen.  Click Snooze and choose the duration from the pull down menu to have the reminder appear at a later date or click Dismiss to clear the reminder. 


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