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

■	Reviewing your sales information

■	Recurring transactions