Reminders screen

The Reminders screen lists all the upcoming jobs in the date/time order they are due, and allows you to view and edit these records directly. Lists are categorised as Overdue, Today & Future.

The following areas can be listed in reminders:

Type

Description

Permissions Required

Pending Payment

All Payments made via Banking > New Deposit (Other Income) that are in Pending mode.

Bookkeeping module

Allow Bookkeeping

Pending Payment (COD)

All payments made against a sales record that are in Pending mode, and C.O.D. box is checked in the sales record Payment screen.

Allow Sales

Disable Payments not checked

Pending Payment

All payments made against a sales record that are in Pending mode.

Allow Sales

Disable Payments not checked

Pending Expense

All Expenses (or up to X days) that are in Pending mode.

Bookkeeping module

Allow Bookkeeping

Maintenance Due (Metered)

All maintenance services due based on whether the current meter reading has exceeded the Next Service (Meter) of the last service.

Allow Maintenance

Maintenance Due (Date)

Maintenance services due (up to X days) based on the Next Service (Date) of the last service.

Allow Maintenance

Pending Maintenance

Maintenance services due (up to X days) that are in Pending mode.

Allow Maintenance

Awaiting Parts

Maintenance services due (up to X days) that are in Awaiting Parts mode.

Allow Maintenance

Test & Tag Due

Number of Maintenance > Test & Tag records due in the next 7 days.

Allow Maintenance

Booking (No Dates)

Top 200 sales records that are in Booking mode and do not have a Booked From or Booked To date entered.

Allow Sales

Booking

All Bookings (or up to X days) that have a Booked From entered but have no Hired From entered yet.

Allow Sales

Invoice

All Invoices (or up to X days) that have a Booked From entered but have no Hired From entered yet.

Allow Sales

Sales Booking

All Bookings (or up to X days) that have a Booked From entered but have no Hired From entered yet, and do not have any Hire items at all.

Allow Sales

Sales Invoice

All Invoices (or up to X days) that have a Booked From entered but have no Hired From entered yet, and do not have any Hire items at all.

Allow Sales

Collection Required

All Invoices currently On Hire (i.e. have a Hired From date but no Hired To), and have an Off Hire date entered, but no Date Collected yet.

Allow Sales

Awaiting Return

All Invoices currently On Hire (i.e. have a Hired From date but no Hired To), and have an Off Hire date entered, and a Date Collected, but no Hired To yet.

Allow Sales

On Hire

All Invoices currently On Hire (i.e. have a Hired From date but no Hired To).

Allow Sales

Overdue Deposit

Top 200 sales records that have a Deposit Due date entered in the Other tab, but no money has been received after the Deposit Due date has lapsed.

Allow Sales

Current StandDown

And StandDown record where the Completed box has not been checked on the StandDown record.

Allow Sales

Lag Before

Any sales record where the Lag Hrs Before Reminder box has been checked in the Other tab in the sales record screen.

Allow Sales

Lag After

Any sales record where the Lag Hrs After Reminder box has been checked in the Other tab in the sales record screen.

Allow Sales

Pending Event

Any upcoming event where the Date Started has not been entered in the Event record screen.

Events module

Allow Sales

Overdue Event

Any event where the Date Started has not been entered in the Event record screen and the Booked From date has lapsed.

Events module

Allow Sales

Current Event

Any event where the Date Started has been entered in the Event record screen, but the Date Finished has not been entered yet.

Events module

Allow Sales

Pending Project

Any upcoming project where the Date Started has not been entered in the Project record screen.

Projects module

Allow Sales

Overdue Project

Any project where the Date Started has not been entered in the Project record screen and the Est Start Date date has lapsed.

Projects module

Allow Sales

Current Project

Any project where the Date Started has been entered in the Project record screen, but the Date Finished has not been entered yet.

Projects module

Allow Sales

Overdue Collection

Top 200 On Hire Invoices where the Hired To date is not entered, an Off Hire date is entered, but no Date Collected yet and the Booked To date has lapsed.

Allow Returns

Overdue Return

Top 200 On Hire Invoices where the Hired To date is not entered and the Booked To date has lapsed.

Allow Returns

Overdue Sales Return

Top 200 On Hire Invoices where the Hired To date is not entered and the Booked To date has lapsed, and there are no Hire items at all.

Allow Returns

General Reminder

Top 100 CRM > Reminders that have not been marked as Completed.

Allow CRM

Inspection Due

Top 200 active Items where the Inspection Due (Warrant Of Fitness for NZ) date is earlier than the next 30 days.

Rego Due

Top 200 active Items where the Rego Due date is earlier than the next 30 days.

Adjustments

The total number of Adjustment records that have not been completed yet.

Allow Sales


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