To Do List window

Contact view

To use this window | Fields in this window | To find this window

The To Do List window contains lists of reminders that inform you to perform your regular business tasks on a consistent basis. AccountEdge uses the dates you set up in the Business Calendar window to add reminders to the To Do List. If the number of days for a reminder - except for money due to you that’s overdue - places the reminder on a non-business day, the reminder will be moved to the previous business day.

The To Do List window has nine tabs, Each tab opens a different part, or view, of the To Do List window. They are:

A/R view
A/P view

Transactions view

Sales view

Purchases view

Discounts view

Orders view

Stock view

Contact view

This view of the To Do List window displays a list of the people or companies you’re due to contact.

To Do List window - Contact view