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 vendors (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 displayed in the DBM are recorded and stored in customer and vendor 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 vendor records.

Entering the same transaction every month, such as a rent payment or a repeat sales order, can be cumbersome. Sage 50 Accounting allows you to store recurring transactions so that you can recall and process them (with adjustments if required) when you need.

Payments Due shows you all of the vendor 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.

Select a purchase order from the list and quickly convert it to a purchase invoice.

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.

Select a sales order from the list and quickly convert it to a sales invoice.