Approve and Lock Debtor Reminders

Use the Debtors in Reminder tab under Debtor Reminders under the Debtors submodule to approve and lock debtor reminders.

To use Debtor Reminders in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To approve and lock a debtor reminder:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company containing the debtor reminders that you want to approve and lock.
3. In the left pane of the Finance & Administration page, click Debtors > Debtor Reminders.
4. Click the Debtors in Reminder tab.
5. Select the reminder that you want to approve and lock and click Approve and Lock. Emails can still be sent. .
6. In the Close Debtor Operation dialog box, click OK.