How to proceed
- 1Open Reminders and search by title, note, or amount. Filter by type and status as needed; overdue open items stay visible until completed.
- 2Open the item and review title, date, amount, currency, and note. Mark an appointment or task complete only after it is actually complete.
- 3For a payment reminder, mark it completed only after payment occurred. With an amount, NEXO creates a paid Finance expense but never initiates a bank payment.
- 4For recurring payment reminders choose monthly, quarterly, or yearly. Completion creates exactly one next open reminder; review it before making further changes.
Important
Payment-reminder recurrence differs from recurring finance entries and appointment series. NEXO does not pay automatically or send mobile background push reminders.

