This function scans your Simple Accounting data for important tasks that need attention today. There are ten types of reminders currently available:
- Sales Orders scheduled to ship today (or past due).
- Vendor Bills due for payment in the next seven days.
- Recurring Sales Orders that are scheduled to be generated today.
- Recurring Vendor Bills that are scheduled to be generated today.
- Customer’s whose Forms Management Period has ended.
- Time to Close the Current G/L Period.
- Vendor POs which should have been received.
- Contact Management Activities due to be followed up on.
- Customers who require a Past Due Statement.
- Vendor Request For Quotes (RFQs) still waiting to be quoted on.
- Sales Tax Entities To Be Paid
Simple Accounting scans each of these files for matches and then displays them in a browse box. You can then either:
- Print a report of items to work on them later, or…
- Tag the items for SAFE to automatically process. A different process is applied to each item depending on the above type as follows:
| Sales Orders scheduled to ship today (or past due) | Tag the Sales Order. |
| Vendor Bills due for payment in the next seven days. | Tag the Vendor Bill. |
| Recurring Sales Orders that are scheduled to be generated today. | Generate a new Sales Order for each tagged Recurring Sales Order. |
| Recurring Vendor Bills that are scheduled to be generated today. | Generate a new Vendor Bill for each tagged Recurring Vendor Bill. |
| Customer’s whose Forms Management Period has ended. | Close the customer’s Forms Management Period |
| Time to Close the Current G/L Period. | Close the current General Ledger Period. |
| Vendor POs which should have been received. | Tag these Vendor Purchase Orders |
| Contact Management Activities due to be followed up on. | |
| Customers who require a Past Due Statement. | Print Customer Statements |
| Vendor Request For Quotes (RFQs) still waiting to be quoted on. | |
| Sales Tax Entities To Be Paid | Automatically generate a Vendor Bill for each Entity based on the calculated Sales Tax Payable Note: This calculation will vary depending on whether or not you are in a Cash or Accrual based accounting system as follows:
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Each user has the option of displaying a number of important business tasks that are scheduled for today when he/she starts the program. This option is enabled or disabled in the SETUP|User Options window.
You can also run this routine at any time of the day from the UTILITIES|Business Reminders menu.
Last Revision: 11.6.2013
You tag records in