Account > Funding Reminders > Add Reminder > choose Account or Project
On the gray navigation bar on the left side of your screen, click Account. Scroll to Funding Reminders. At the top right of the screen, click Add Reminder. Here you will choose the Account, or Project to which you want to add a reminder. Determine the remaining balance amount when you would like to trigger an email reminder. Allow enough time to submit for funding both in your own company, delivery to TruCentive, and time for TruCentive to add it to your account/project. You create your reminder message, then click Create Funding Reminder.