accpac simply accounting 9.0 Manuale Utente
Chapter 22: Increasing Efficiency
User Guide 22–5
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Follow up on business relating to customers, vendors, or
employees.
employees.
What’s on the To-Do Lists?
For the most part, 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. Simply Accounting calculates the due date and adds a
reminder to the to-do list.
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. 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, customers, or employees. You might remind
yourself to call a customer to make sure they’ve received an
important order or to pay an employee a bonus for making a
special effort. See “Adding Memos to the To-Do Lists,” later in
this section, for more information.
tab. The Memo tab contains notes that you have added to
particular vendors, customers, or employees. You might remind
yourself to call a customer to make sure they’ve received an
important order or to pay an employee a bonus for making a
special effort. See “Adding Memos to the To-Do Lists,” later in
this section, for more information.
Displaying To-Do Lists
To-Do Lists
To-do lists appear automatically whenever you display the Daily
Business Manager. If you prefer not to see them, you can hide
them.
Business Manager. If you prefer not to see them, you can hide
them.
To show or hide the to-do lists:
1. In the Daily Business Manager, on the View menu or toolbar,
click To-Do Lists. A check mark on the menu or an indented
button indicates that the lists are displayed.
button indicates that the lists are displayed.
Using To-Do Lists
1. In the Daily Business Manager, click the appropriate to-do-
list tab to find the reminder that you need.
2. To display to-do lists for a different date, change the date in
the business calendar at the top of the screen.