To Do List window—Sales view

Index

To Do List window—Sales view

This view of the To Do List window lists all of your recurring sales, sorted by the next due date.

Field Descriptions

Name column

This column displays the names you have given to your recurring sales. If you want to record a sale, click the zoom arrow next to the name.

Overdue column

This column displays the number of days that have passed since the sale was due to be recorded (or the number of days until the sale is due).

Frequency column

This column displays the frequency by which each recurring sale on the list should be recorded.

Last Posted column

This column displays the dates you last recorded the recurring sales.

Next Due column

This column displays the dates that each transaction in the list is due.

Select (to Record) column

If you want to record several recurring sales using this window, click in this column next to those transactions and then click Record. If you want to select all sales in the list, click the icon at the top of the column.

Print

If you want to print the To Do List—Recurring Sales report, click Print.

Record

If you want to record the selected sales, click Record. You will be prompted to enter a date for the transactions.

Close

If you want to close this window, click Close.

Tips for this window

Related Topics

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Reviewing your sales information

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Recurring transactions

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Overview Create a company file Set up accounts Enter account opening balances Set up preferences Set a password for the Administrator user ID

Overview Set up sales Set up purchases Set up payroll

Do an initial bank reconciliation

Task 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: Reconcile

Create item records Enter your inventory opening balances

Receiving money Bank deposits Spending money Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses Recording miscellaneous transactions Credit card transactions

Reconciling your bank accounts

Undoing an account reconciliation

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Creating a customer card

Task 1: Enter information about the customer Task 2: Choose the type of sale Task 3: Enter the items or services you are selling Task 4: Enter additional information about the sale Task 5: Complete the sale Adding and deleting transaction lines, subtotals, and headers in sales transactions

Recording sales with insufficient on-hand item quantities

Build, buy, or backorder items Allow negative on-hand item quantities

Changing the status of a sale Reviewing your sales information Receiving payments Printing payment receipts

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Entering purchases

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Reviewing payroll information

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Finding a transaction

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Recurring transactions

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Publishing to iCal

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About the multiple-currency feature

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Miscellaneous transactions

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Adding and editing elements

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Contact management

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Tracking reimbursable expenses

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Auditing your records Reviewing financial information

End-of-period procedures

Month-end procedures

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Starting a new fiscal year

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Starting a new payroll year

Task 1: Process the last paycheques for the year Task 2: Print year-end payroll forms Task 3: Print vendor 1099 statements Task 4: Print payroll reports Task 5: Back up your company file Task 6: Start a new payroll year Task 7: Check that you have the latest tax tables Task 8: Optimize and verify your company file

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Special considerations for networked company files

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