To-Do Lists

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To-do lists are part of the Daily Business Manager and they appear on a series of tabs at the bottom of the window. They help you remember to complete important tasks, such as paying bills or calling a customer. To-do lists also help you save time, as you can double-click an item on the list to automatically open the related window and complete the task.

To-do lists help you to:

Pay vendors before early-payment discounts expire.
Ship orders as they become due.
Invoice customers when you fill an order.
Process recurring transactions such as rent, paycheques, and insurance payments.
Follow up on business relating to customers, employees, or vendors.

For the most part, Sage 50 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. Sage 50 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, employees, or customers. You might remind yourself to call a customer to make sure they've received an important order.