Asset reminders and the Coming up view

What you are reminded of

• Warranty ends: the Warranty until date of an item.
• Due back: the day a loaned item should come back. Once the day has passed it shows Return overdue.
• Cancel by: the last day to cancel a subscription before it renews.
• Renews: the renewal of a subscription without a notice period.
• Ends: the end of a subscription that doesn’t renew.

Payments are never a reminder. See Subscription payments, renewals and cancel-by dates.

Who is reminded, and when

• The asset’s Responsible. Without one, the Business owner.
• From the time chosen in Remind me: On the day, 7 days before, 14 days before (the default) or 30 days before. Never turns them off for that asset.

Where reminders show

• A number next to Assets in the menu: your reminders that are due and not handled.
• A label next to the asset’s name in the list, for example “Cancel by” with the days left.
• The Coming up view of Assets, and the Coming up list of the Calendar.

Use the Coming up view

1. Open Assets and choose Coming up.
2. The next 60 days are grouped: Overdue first, then Next 7 days, then Later.
3. On a reminder:
   • Mark as handled takes it out of the number in the menu. It stays in the list, greyed, until its day passes. The message that appears has Undo.
   • Create task opens a new task with the reminder’s name and date filled in.

Payments are listed in grey, with the total of each month at the top. Employees who leave with something still to give back get a line of their own.

Common questions