To-Do Lists

To-do lists are part of the Daily Business Manager and they appear on a series of tabs at the bottom of the window. They help you remember to complete important tasks, such as paying bills or calling a customer. To-do lists also help you save time, as you can double-click an item on the list to automatically open the related window and complete the task.

To-do lists help you to:

• Pay vendors before early-payment discounts expire.
• Ship orders as they become due.
• Invoice customers when you fill an order.
• Process recurring transactions such as rent, paycheques, and insurance payments.
• Follow up on business relating to customers, employees, or vendors.

For the most part, Sage Simply Accounting controls what appears on the list. For example, you make a purchase on February 1 and according to the payment terms that you entered, it's due in 60 days. Sage Simply Accounting calculates the due date and adds a reminder to the to-do list.

The only to-do item that works slightly differently is the Memo tab. The Memo tab contains notes that you have added to particular vendors, employees, or customers. You might remind yourself to call a customer to make sure they've received an important order.

What do you want to do?

Add a memo to your to-do list

See your to-do list in the Daily Business Manager

Update your to-do list

Show or hide the to-do list in the Daily Business Manager