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Are reminders supposed to be the same no matter where you're viewing them from? (edited)

cloudquick

Should the reminders section be the same, no matter where you are viewing it from?

At the moment, Invoices are showing in Reminders when viewed in the Bills & Income overview, but not the cashflow tab. They are also showing in the reminders section of the Transaction tab.

Should not all reminders sections be the same?

Find more posts tagged with

Cash Flow

Bills & Income

Invoices

Reminders

Accepted answers

Coach Aldair

Hi @cloudquick,

Thanks for bringing this up! First, could you please check that all the correct accounts are selected in the Cash Flow tab? You can do this by clicking the dropdown arrow below to Accounts and verifying that the accounts you'd like to include are selected.

If all the correct accounts are selected and the invoices are still missing from Cash Flow, please let us know so we can investigate further.

Thanks!

All comments

Coach Aldair

Hi @cloudquick,

If all the correct accounts are selected and the invoices are still missing from Cash Flow, please let us know so we can investigate further.

Thanks!

cloudquick

Hi @Coach Aldair - that was my bad. 'Other>Client Invoice' was not selected. Thanks for the assist .

Coach Aldair

Hi @cloudquick, no worries at all! I'm glad we got it figured out.

Thanks for confirming!