Reminder Settings¶
Last reviewed: 2026-04-01 · Nnamdi
Status: Complete
Route: /settings/reminders
1. What is it?¶
Reminder Settings configures email reminders for bookkeeping, tax deadlines, and newsletters. Reminders are sent at 9:00 AM WAT (West Africa Time) and can be customized by frequency, preferred day, and tax type. The page also controls newsletter preferences for feature announcements, service updates, and incident notices.
2. How does it work in Finora?¶
2.1 Email Notifications (master toggle)¶
Master switch for all email reminders. Turning this off stops all reminder emails. - Status: Enabled (checked)
2.2 Bookkeeping Reminders¶
- "Get regular reminders to record your transactions and keep your books up to date"
| Setting | Value |
|---|---|
| Reminder Frequency | Weekly (options: Weekly / Bi-weekly / Monthly / Disabled) |
| Preferred Day | Monday (options: Monday–Sunday) |
| Time | 9:00 AM WAT |
| Last reminder sent | 3/30/2026 |
What's included: - Quick stats on monthly activity - Direct links to upload bank statements - CSV template downloads for bulk uploads - Helpful bookkeeping tips and reminders
2.3 Tax Pre-Filing Reminders¶
- "Get reminders before tax deadlines to ensure your books are ready for filing"
- Lead time slider: Send reminder 7 days before deadline (range: 3–14 days)
Tax types (all enabled):
| Tax Type | Deadline |
|---|---|
| VAT Returns | Monthly, 21st of following month |
| WHT Remittance | Monthly, 21st of following month |
| CIT Computations | Quarterly and annual deadlines |
| PAYE Returns | Monthly, 10th of following month (if employees exist) |
What's included: - Pre-filing checklist - Links to review and finalize transactions - Direct access to tax filing pages - Option to hire a filing agent (coming soon)
2.4 Newsletter Notifications¶
All enabled by default:
| Newsletter | Description |
|---|---|
| New Feature Announcements | Updates about new product features |
| Service Updates & Maintenance | Scheduled maintenance and improvements |
| Incident & Issue Notices | Alerts about known issues and outages |
2.5 Actions¶
- Reset — restores defaults
- Save Preferences — saves all changes
3. Business rules & constraints¶
| Rule | Detail |
|---|---|
| Master toggle controls all reminders | Disabling stops bookkeeping, tax, and newsletter emails |
| 9:00 AM WAT | All reminders sent at this time |
| Tax reminders: 3–14 days before deadline | Configurable lead time |
| PAYE reminders only if employees exist | No PAYE reminders for businesses without employees |
| Bookkeeping reminders: weekly/bi-weekly/monthly/disabled | Customizable frequency |
4. Nigerian regulatory context¶
Tax filing deadlines in Nigeria are strict with penalties for late filing. The tax pre-filing reminder system helps businesses prepare their books before the filing deadline, reducing the risk of late filing penalties.
5. Common customer questions¶
Q: "I'm not receiving any reminder emails."
Check: (1) Is the Email Notifications master toggle enabled? (2) Check your spam folder. (3) Verify your email address in Profile Settings. If all are correct, escalate to Tier 2.
Q: "Can I change the reminder time from 9:00 AM?"
No — reminders are sent at 9:00 AM WAT for all users. This is not configurable.
Q: "I don't want tax reminders but I want bookkeeping reminders."
Uncheck the individual tax types (VAT, WHT, CIT, PAYE) in the Tax Pre-Filing Reminders section while keeping the Bookkeeping Reminders frequency set to your preference.
6. Known edge cases¶
Tax reminders for exempt businesses¶
A small company exempt from VAT and CIT will still receive tax reminders if the checkboxes are enabled. Agents should advise customers to uncheck tax types they don't need.
7. Escalation trigger¶
Escalate to Tier 3 (Founder) if: - Reminders are enabled but not being delivered
Escalate to Tier 2 (Support Lead) if: - Customer wants to unsubscribe from all emails (NDPR compliance) - Customer receives reminders after disabling the master toggle
8. Last reviewed¶
2026-04-01 — Nnamdi. Verified against production. Reminder Settings: Email Notifications enabled. Bookkeeping: Weekly / Monday / 9:00 AM WAT / last sent 3/30/2026. Tax Pre-Filing: 7 days before deadline / VAT, WHT, CIT, PAYE all enabled. Newsletters: Feature Announcements, Service Updates, Incident Notices all enabled. Reset + Save Preferences buttons confirmed.