System-generated and user-defined messages display on the Reminders screen. These messages or reminders inform you about actions to take, such as print invoices, approve time entries, process recurring invoices, and so on. Who receives a reminder depends on the option chosen, role in the company and billing decisions. What you view on the Reminders screen is tied to your security settings and is specific to your responsibilities. You can view some reminders only if they have been set for you in the in the Employee or Vendor screens.
Date-triggered reminders use your computer’s system date to determine when to deliver the reminder. Due Date reminders start showing up in the Reminders screen seven days prior to due date. BillQuick Online triggers some reminders when you specify those options in the Preferences screen.
The Reminders
screen displays reminders for only those screens to which you have access
(as defined in Security).
You can view the following reminders and notifications on the Reminders screen:
Project due dates: This enables you to track the contract expiration or due dates for the completion of projects. Besides these, the Reminders screen also shows all the recurring projects which are due on the current date.
Billing reminders
Scheduled billings
Invoice reminders
Important dates with messages
Time and expense reminders
PTO reminders: The Personal Time Off Request reminders notify the approver for the approval of these PTO requests.
PO and vendor bill reminders
Unsaved timers: However, if Reminders is not set to Auto Load, a message will be displayed on BillQuick Online startup reminding you of unsaved timers.
To-do tasks and notifications
Reminders are automatically set for the time and expense entries that are unapproved. It displays a reminder message to approve the submitted time and expense entries, depending on the type of BillQuick Online User. If you have logged in as a Supervisor, the reminder messages will pertain to approving the time and expense entries of the other users or employees. If you have logged in as a Project Manager, the reminder message will pertain to approving the time and expense entries of projects assigned to you. If any other employee has logged in, then the reminder message will pertain to inform about the unapproved time and expense entries till date.
The Reminders screen displays two tabs: Reminders and Settings.