Reminders Tab
The settings are accessed from the menu Settings | Program | Document Types. The form opens the register of document types, where we go to the panel Financials | Reminders.
Here is a description of the each tab and its individual elements.
Number of periods can be changed till the first creation of document.
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Reminder No.
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Ordinal number of Reminder.
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Reminder Title
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Title of reminder to be displayed and printed. It is also shown in module Reminders as Tab.
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Max. Overdue Days
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Each period will be filled with documents and subjects whose max overdue is equal or less then the entered number of days.
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Header Note
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Custom header note.
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Specification Text
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Text of the specification in the printout. The text is multiplicated according to the number of documents in specification.
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Footer Note
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Custom footer note.
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Reminder Fee
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Value -1,00 represents amount 0,00. Whenever we use -1,00 for reminder fee, we will get 0,00 for reminder cost. At print out there will be no reminder fee when 0,00 or -1,00.
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Visible on report 1AD
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All tabs and reminders inside those tabs are included in report 1AD except tab Overdue over by default setting. You can uncheck desired tab and reminders from that tab will be excluded in report 1AD.
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On this tab types of emails that are entered in the codebook of subjects, are selected.
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Exclude Duplicates
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Option excludes email addresses that are entered multiple times.
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Only First Found
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Select only first email, that is entered for subject.
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On this tab select for which subject types reminders will not be created.
Here are settings for document creation.
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Doc. Type for Interest Invoices
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Dropdown to select doc type for invoices when creating invoices for interests.
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Item for Interest
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Dropdown to select item for interests from codebooks when creating invoices for interests
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Reminder fee item
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Dropdown to select item for reminder when creating invoices for interests.
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Reminder Fee
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Amount for reminder fee, when posting costs or when creating invoices for interests.
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Add Reminder Fee
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If checked then fees are calculated if not then they are not.
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Receivables Account
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Receivables account for posting interests
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Deferred Revenue Account
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Account for deferred revenue.
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Revenue Account
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Account for posting revenues.
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