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NEXO KNOWLEDGE CENTRE

Complete reminders and understand recurrence

On web and mobile, reminders can be searched, filtered, edited, and completed deliberately.

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How to proceed

  1. 1Open Reminders and search by title, note, or amount. Filter by type and status as needed; overdue open items stay visible until completed.
  2. 2Open the item and review title, date, amount, currency, and note. Mark an appointment or task complete only after it is actually complete.
  3. 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.
  4. 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.

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