accpac simply accounting 9.0 Manuale Utente

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Chapter 22:  Increasing Efficiency 
User Guide    22–5 
 
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Incr
easing 
Efficiency 
Incr
easing 
Efficiency 
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Follow up on business relating to customers, vendors, or 
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 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. 
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. 
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.  
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.