Forum Discussion

lbf200n's avatar
lbf200n
Member
2 days ago
Solved

Recurring Invoice Reminder Not Showing up on Accountant's MYOB

Hi everyone,   We have moved to MYOB Accounts right online (with desktop) a few months ago.   We have noticed that the Recurring invoice reminder window is not popping out on their due dates on o...
  • SupportNoteGuy's avatar
    SupportNoteGuy
    2 days ago

    Hi lbf200n​ - thanks for the question.

     

    In AccountRight, the Reminders window is controlled by the alert settings on each recurring transaction. It may be that the reminder is assigned to the owner rather than the accountant, or that the recurring invoice is set to record automatically.

     

    On the accountant’s computer, try this:

    1. Go to Lists > Recurring Transactions.
    2. Open the recurring invoice schedule and check the Alerts section.
    3. Make sure it’s set to remind the accountant when the transaction is due, rather than automatically recording it.
    4. If there’s a Remind user option, select the accountant’s AccountRight user and save the changes.
    5. Close and reopen the company file, then check the reminder when the next invoice is due.

    Also check that the accountant is opening the same online company file and that their AccountRight software is up to date.

     

    You can find more information in Recurring transaction reminders.

     

    I hope this helps!

     

    Adrian

SupportNoteGuy's avatar
SupportNoteGuy
MYOB Staff
2 days ago

Hi lbf200n​ - thanks for the question.

 

In AccountRight, the Reminders window is controlled by the alert settings on each recurring transaction. It may be that the reminder is assigned to the owner rather than the accountant, or that the recurring invoice is set to record automatically.

 

On the accountant’s computer, try this:

  1. Go to Lists > Recurring Transactions.
  2. Open the recurring invoice schedule and check the Alerts section.
  3. Make sure it’s set to remind the accountant when the transaction is due, rather than automatically recording it.
  4. If there’s a Remind user option, select the accountant’s AccountRight user and save the changes.
  5. Close and reopen the company file, then check the reminder when the next invoice is due.

Also check that the accountant is opening the same online company file and that their AccountRight software is up to date.

 

You can find more information in Recurring transaction reminders.

 

I hope this helps!

 

Adrian

  • lbf200n's avatar
    lbf200n
    Member
    2 days ago

    Ah.. I think this is the reason why.

     

    is there a way a recurring invoice reminder can remind 2 users? admin and the accountant.

     

    or set it by Role ? so if we changed bookkeeper or accountant, we don't need to manually adjust all the reminders again.

     

    Thank you

     

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home