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How can I remind myself to come back and update a repeat payable?

Repeat payable reminders1:51

"How can I remind myself to come back and update a repeat payable?"

Setting up an email reminder is a convenient way to remind you to come back and check on something later.

To turn on an email reminder for a repeat payable:

  1. First, select the pay batch on: MenuPay batches
  2. Then tap: SettingsPay batch settings
  3. Then scroll right down to "Repeat payables" and find the one you'd like to set an email reminder for.
  4. Once it slides out on the right, tap the "Advanced" heading.
  5. The scroll down and turn on: Remind me to check this
  6. Then pick the date you'd like to be emailed the reminder.
  7. Once you tap Save, your email reminder's all set up.
  8. On the date of your reminder, you'll get the email reminder.
  9. Once you get an email reminder, tap the blue button to reopen your repeat payable.
  10. And finally, you'll be taken right back to the repeat payable that you asked to be reminded about.

You may notice:

  • Once you return back, that the reminder's now been automatically turned off. It's turned off because the reminder's already been sent.
  • Once set, reminders are only ever sent once, and always sent to the email of the person who turned it on.
  • If you need another reminder, you can always turn on the reminder again.

Keep in mind that:

  • If the payday admin for the pay batch is another person, a copy of the email reminder is also sent to the payday admin.

And that's it! That's everything you need to know about turning on an email reminder for a repeat payable!

Updated: Mon, Jan 22, 2024.

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