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caroltrull1
Level 1

Is there a way to set up yearly reminders to Contractor/Vendors regarding Certificate of Insurance?

 
1 Comment 1
JonpriL
Moderator

Is there a way to set up yearly reminders to Contractor/Vendors regarding Certificate of Insurance?

Hello @caroltrull1,

 

You can create a reminder-type recurring purchase order transaction. Here's how:

  1. Go to the Gear icon.
  2. Under Lists, choose Recurring Transactions.
  3. Click New.
  4. Select Purchase Order, then OK.
  5. For the Type drop-down menu, select Reminder.
  6. Under the Interval drop-down menu, choose Yearly.
  7. Select any item and enter your message in the box labelled as Your message to vendor.
  8. Click Save template.

I've found an article you can read to learn more about recurring transactions: Create Templates for Recurring Transactions.

 

We'll always be here to help if you have any other questions.

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