Setting up automatic reminders to post recurring transactions

When a user logs on to a company, Sage 100 Contractor checks the posting dates of recurring transactions. If there are transactions to post and the user is part of the Recur. Trans. Group, Sage 100 Contractor prompts you with a reminder. You can set up reminders for recurring transactions by following this procedure.

To set up reminders for recurring transactions:

1 Open 7-2 Company Information.
2 In the Company Name box, enter the company name.
3 In the Recur. Trans. Group (Recurring Transactions Group) box, select the security group responsible for posting recurring transactions.

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More resources

For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.

For additional training on Sage products, visit Sage University.