Daily Business Manager

When you select a date in the Business Calendar, you can view notes entered for a specific date (summer sale starts June 30) , look up memos about customers or suppliers (Capitol Seafoods 10 yr anniversary), scheduled payments due (rent), recurring transactions (sales order for 'weed and seed' service). Dates that are bold in the calendar have notes, memos or due dates attached to them.

You can change the date on which you process a transaction in the DBM (right-click on the date) without changing your current session date.

Use the Notes box to save reminders for yourself, record appointments, or add notes about upcoming events("Hire event security by June 12").To see or add notes for a specific date, just click on the date in the calendar and read or enter notes.

Memos Tab. Memos displayed in the DBM are recorded and stored in customer and supplier records. The memos you see are specific to the date selected on the DBM calendar. You can control if and when memos appear in the DBM from within customer or supplier records.

Payments Due Tab. Payments Due shows you all of the supplier bills due for date selected in the DBM calendar. You can pay bills (including print cheques) directly from the DBM. You can even pay multiple bills due on the same date with just a few clicks.

Sales Due Tab. Sales Due shows you all of the customer invoices due for date selected in the DBM calendar. You can apply customer payments to invoices directly from the DBM. Customer payments must be processed one-at-a-time.