Who is this guide for?
For the building manager who wants an automatic alert before the due date of checks, for himself, the resident, or the owner of the check.
Before you begin
- Without any rule, reminders will not be sent: “All checks will remain without reminders until you add a rule.”
- To remind the check holder, the check holder's mobile number must be entered on the check itself.
- SMS messages require messaging credit or an active building provider.
Steps
- Open Finance then Checks and tap Reminders Settings.
- Choose Direction: Incoming or Outgoing.
- For Time (in days) write a number: negative before maturity (eg -3 = 3 days before), 0 = due day, and positive after if the check remains outstanding (eg 2).
- In Recipients select: occupant, building admin, and check holder (incoming only, SMS only).
- In Channels select SMS and/or Internal Notification.
- Click Add Reminder Rule. Repeat to add more than one appointment.
- For reminders specific to a single check: When adding or modifying, enable Customize reminders for this check (instead of general building setup) and press Add Reminder for each appointment.
Result
The rule appears in the schedule, and the system sends reminders daily for pending and deposited checks when the day matches the specified date, once for each rule and recipient.
Important notes
- Cannot modify a rule; Delete it with the delete icon and add an alternative.
- A check received, returned, canceled, or delivered to another party is not received by regular reminders.
- The intended resident is the holder of the charge associated with the check.