Add Reminders to Creditor Invoice Conversations

Use the Creditor Invoice Approval submodule to add a reminder to creditor invoice conversations.

To use Creditor Invoice Approval, you must have access to Tasks as defined in User Access Rights under Settings.

To add a reminder to a creditor invoice conversation:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Approval > Creditor Invoice Approval.
3. Highlight the creditor invoice of the conversation that you want to add a reminder to.
4. in the left pane of the bottom grid, click Invoice conversation .
5. Click Show the Conversation Options and select Add Reminder.
6. In the Add Reminder dialog box, select the Activate on Task Closure check box and identify the task whose closure triggers the reminder.
   Alternatively, set a date and time for the reminder.
7. Enter your Reminder Text in the corresponding field and click OK.
   On the identified task closure or date, the reminder appears on the conversation as a comment.