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Small and medium business | Business Central, N...
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Notifications for users

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Posted on by 5

Is it possible that in BC I write myself a monthly reminder that I need to reconcile the account with a customer?

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  • Suggested answer
    KasparsSemjonovs Profile Picture
    4,811 Super User 2026 Season 1 on at

    You can add it in Outlook though :)

  • Suggested answer
    YUN ZHU Profile Picture
    98,014 Super User 2026 Season 1 on at

    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.

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    pastedimage1684285829649v2.png

    pastedimage1684285855572v3.png

    Hope this helps as well.

    Thanks.

    ZHU

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