Daily Business Manager

Related topics

Open the Daily Business Manager

Attach notes and reminders to the business calendar

Show a specific date range of events in your notes or to-do list

Add, change, or remove a memo

Learn about batch printing

Process multiple transactions at once

Set when the Daily Business Manager displays automatically

Clear notes from the calendar

View and print recurring transactions

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:

ClosedCalendar

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.

ClosedNotes

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.

ClosedMemos

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.

ClosedRecurring

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.

ClosedPayments Due

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.

Closed Purchase Orders

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

ClosedSales Due

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.

ClosedSales Orders

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

Published: June 27, 2019
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