Reminders

A Reminder can be added to a VAT Return Note that can be sent to one or more Users.

Click in the Set Reminder tick box on the GL Note for VAT Return Header form and further options will become available:

These are:

• Reminder Date: Add a date that the Reminder is to be sent.
• : Click on this button to search for and add Users that are to receive the Reminder.
• Send to Self: Select this option to send the Reminder to yourself.
• Send to All users: Select this option to send the Reminder to all Users.
• Email Recipients: Select this option to email the recipients selected above.

Once a Recipient has been added, they will be included on the Recipients tab on a Grid at the bottom of the form:

An attachment can be added by clicking on the  button.  This is further detailed in the Attachments section.

Click on the  button to create the Note with a Reminder, which is further detailed in the Creating Notes section.