Set up email reminders

Choose how far ahead you are reminded before checks are due.

  1. Go to Account in the sidebar.
  2. Under Email reminders, make sure Send me reminder emails is ticked.
  3. Choose when to be reminded: 90, 60, 30, 14 or 7 days before, and on the day.
  4. Click Save reminder settings.
Good to know
  • Everything due on the same day comes in one email. Overdue checks are re-sent weekly until you record them.
  • On a team, admins and managers with reminders switched on get the account's reminders too.

Still stuck? Email [email protected] and we'll help.

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