Daily Business Manager

The Daily Business Manager (DBM) centralizes some of the most common daily tasks in a single handy location; it can help you complete daily tasks and keep track your company's business performance.

Use the DBM to help you:

  • Process payments more efficiently. Use batch processing to issue payments due or recurring sales invoices.
  • Retrieve frequently used sales orders. Store recurring transactions for tasks that you complete every month, like paying rent, or transactions you want to keep handy(such as a service you offer at regular intervals, or for a discounted price for mid-month rates on rental vans).
  • Keep track of important tasks. Use to-do lists to remind you to take care of tasks that need attention, such as shipping orders and paying your vendors on time.

If you are not using the DBM regularly, you can turn it off and open it only when you need it. You can also turn it back on so that it displays when you open your company.

Keeping Your Business on Track

The DBM contains the following panes and tabs: