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         Reminders tab
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Reminders Tab

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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.

Table of content

  1. Reminder Periods
  2. Select E-Mail Addresses
  3. Subject Types
  4. Non- Working Days       
  5. Document creation

1. Reminder Periods

The number of periods can be changed till the first creation of the document.

Reminder No.

The ordinal number of the Reminder.

Reminder Title

The title of the reminder to be displayed and printed. It is also shown in the module Reminders as Tab.

Max. Overdue Days

Each period will be filled with documents and subjects whose max overdue is equal or less than the entered number of days.

Header Note

Custom header note.

Specification Text

Text of the specification in the printout. The text is multiplicated according to the number of documents in the specification.

Footer Note

Custom footer note.

Reminder Fee

The value -1,00 represents amount 0,00. Whenever we use -1,00 for a reminder fee, we will get 0,00 for a reminder cost. At print out there will be no reminder fee when 0,00 or -1,00.

Visible on report 1AD

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.

 

2. Select E-Mail Addresses

On this tab the types of emails that are entered in the codebook of subjects, are selected.

Exclude Duplicates

This option excludes email addresses that are entered multiple times.

Only First Found

Select only the first email that is entered for the subject.

 

3. Subject Types

On this tab select for which subject types reminders will not be created.

4. Non-Working Days

 

5. Document creation

Here you can find the settings for document creation.

Doc. Type for Interest Invoices

Dropdown to select doc type for invoices when creating invoices for interests.

Item for Interest

Dropdown to select item for interests from codebooks when creating invoices for interests

Reminder fee item

Dropdown to select item for reminder when creating invoices for interests.

Reminder Fee

Amount for reminder fee, when posting costs or when creating invoices for interests.

Add Reminder Fee

If checked then fees are calculated, if not then they are not.

Receivables Account

Receivables account for posting interests.

Deferred Revenue Account

The account for deferred revenue.

Revenue Account

The account for posting revenues.

 

 

 

RELATED TOPICS:

  Reminders

  Document Types

  Reminders tab

 


 

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