Email & Remider

Reminder center

Monitor reminder occurrences and manage the Automated reminder rules that create them.

Today128 scheduled · 4 sent
Needs attention2Retry or reschedule
Active rules2Across 4 Tax Report Types
Reminder occurrences
Occurrences are generated from active rules. Weekend and holiday dates move to the last business day before the break.
ReminderTask / customerScheduledStatusActions
Initial document requestAutomated reminderTRT-TASK-1001 · Northstar HoldingsToday, 10:00Scheduled
Follow-up reminder 1Automated reminderTRT-TASK-1003 · Acme ServicesTomorrow, 09:00Retrying
Supplementary documentsAutomated reminderTRT-TASK-1002 · Greenfield Retail06 Aug 2026, 09:00Sent
Automated reminder rules
Admin manages rule definitions; each Tax Report Type can have multiple rules with controlled AND conditions.
RuleTax Report TypeTriggerTemplateStatusActions
Initial document requestRULE-001 · 0 days from collection start at 09:00BAS quarterlyTask created + awaiting documentsRequest documents · v3Active
Follow-up reminder 1RULE-002 · +3 business days at 09:00BAS quarterly3 business days after initialFriendly follow-up · v2Active
Supplementary documentsRULE-003 · +1 business day at 09:00Annual tax returnTask status = Missing documentsSupplementary request · v1Inactive