Is it possible that in BC I write myself a monthly reminder that I need to reconcile the account with a customer?
Is it possible that in BC I write myself a monthly reminder that I need to reconcile the account with a customer?
Kaspars is right, you should do this outside the system.
If you must do it in BC, you can create a Codeunit that automatically sends emails, and then set it in Job Queue to run it once a month.
You can also try the User Task function and set User Task Recurrence.
Hope this helps as well.
Thanks.
ZHU
You can add it in Outlook though :)
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